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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine E. Ingesson is a financial advisor associated with Morgan Stanley, registered in 46 states and two territories. Christine E. Ingesson has been in the financial industry since 2004 and has worked with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and insurance companies. Christine E. Ingesson provides a variety of financial services including financial planning, portfolio management, and educational seminars. Christine E. Ingesson is dedicated to helping clients 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
CA
02/25/2020 - Present
Morgan Stanley (Santa Cruz CA)
CA
11/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CAPITOLA CA)
NJ
08/12/2006 - 11/21/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
12/20/2005 - 08/12/2006
PIPER JAFFRAY & CO. (EAST PALO ALTO CA)
CA
05/06/2004 - 12/16/2005
CITIGROUP GLOBAL MARKETS INC. (SCOTTS VALLEY CA)
IA
Issued 12/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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