linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christina Shaw

Moran Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christina? Claim Your Profile

About Christina Shaw

Christina Shaw is a financial advisor at Moran Wealth Management, LLC. Christina has been in the industry since August 2005, and has experience with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Christina is registered with the state of Florida and a resident of Texas. Christina specializes in portfolio management for individuals and businesses, and financial planning.

Firm Information

Christina Shaw is currently registered with Moran Wealth Management, LLC. Moran Wealth Management, LLC is a Naples, FL-based registered investment advisor with $4.27 billion in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals, corporations, and other entities. They have 26 investment advisor representatives and serve a diverse clientele, including charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Moran Wealth Management, LLC

5801 PELICAN BAY BLVD, SUITE 110

NAPLES, FL 34108

$4.27B

Assets Under Management

4

Total Clients

29

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christina Shaw’s Registration & Firm History

FL

05/31/2022 - Present

Moran Wealth Management, LLC (NAPLES FL)

FL

11/15/2018 - 06/24/2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NAPLES FL)

FL

08/01/2005 - 11/15/2018

WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)

Not sure if Christina Shaw is right for you?

Licenses & Designations

BOTH

Issued 09/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christina Shaw. Review regulatory record here.
Not sure if Christina Shaw is right for you?