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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 Elaine Davis is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Christine has held positions at Morgan Stanley and its predecessor firms since 2006. Christine has a broad range of experience in investment advisory services, including portfolio management for individuals, businesses, and investment companies. Christine is also a Registered Principal and holds several securities licenses, including Series 7, 9, 10, 24, 63, and 66.
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
NY
05/03/2011 - Present
Morgan Stanley (New York NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
08/23/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
CT
07/16/1998 - 04/06/2005
ADVEST, INC. (HARTFORD CT)
NY
11/25/1996 - 11/06/1997
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NJ
05/21/1996 - 08/29/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 11/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1996
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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