Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Gallo is a financial advisor with Morgan Stanley. Christine has been working in the financial services industry since 2011. Christine has a Series 7 and Series 63 license. Christine also holds the Series 65 license and is registered with the states of Pennsylvania and Texas. Christine has experience working with individuals, corporations, high-net-worth individuals, investment companies, charitable organizations, insurance companies, banking or thrift institutions, and pension and profit-sharing plans.
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
PA
09/14/2022 - Present
Morgan Stanley (Newtown Square PA)
PA
09/22/2021 - 08/12/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
DE
01/24/2019 - 09/16/2021
J.P. MORGAN SECURITIES LLC (NEWARK DE)
DE
06/14/2017 - 01/03/2019
CAPITAL ONE INVESTING, LLC (WILMINGTON DE)
PA
10/27/2016 - 06/14/2017
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
DE
09/26/2016 - 10/18/2016
BLACKROCK INVESTMENTS, LLC (WILMINGTON DE)
PA
02/15/2011 - 11/13/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 11/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
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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