Unclaimed
Christina Gaitley is a financial advisor with Morgan Stanley. Christina has been in the financial services industry since 1981. Christina holds licenses in several states, including Michigan, Texas, and many others. Christina is also a Series 6, 7, 31, 63, and 66 licensed professional. Christina has experience working with clients in a variety of industries and sectors, including corporations, individuals, and investment companies. Prior to joining Morgan Stanley, Christina worked at IDS LIFE INSURANCE COMPANY, IDS MARKETING CORPORATION, and INVESTORS DIVERSIFIED SERVICES, INC. Christina is committed to providing her clients with personalized financial advice and services to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
11/14/2024 - Present
Morgan Stanley (Bloomfield Hills MI)
NA
03/26/1981 - 05/14/1982
IDS LIFE INSURANCE COMPANY
NA
03/26/1981 - 05/14/1982
IDS MARKETING CORPORATION
NA
03/26/1981 - 05/14/1982
INVESTORS DIVERSIFIED SERVICES, INC.
BOTH
Issued 12/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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