Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Morales is a financial advisor with Stratos Wealth Partners, Ltd. located in San Antonio, Texas. Christine has been working in the financial services industry since 2000 and holds a Series 7, Series 9, Series 10, Series 63 and Series 65 licenses. Christine has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Christine is committed to helping clients achieve their financial goals. Christine has worked with clients in the San Antonio area for many years and is an active member of the community. Christine Morales is an investment advisor representative and registered representative of Stratos Wealth Partners, Ltd. Christine is committed to providing personalized financial advice to help clients meet 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.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
TX
01/31/2023 - Present
Stratos Wealth Partners, Ltd. (San Antonio TX)
TX
01/03/2011 - 02/12/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW BRAUNFELS TX)
TX
09/27/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN ANTONIO TX)
TX
05/14/2001 - 09/29/2004
BROADWAY BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
MN
03/28/2000 - 02/23/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/28/2000 - 02/23/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christine Morales is the right advisor for you? Invested Better is here to help.
