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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 Marie Telish is a financial advisor with over 20 years of experience in the financial services industry. Christine has been registered with Morgan Stanley since August 2021 and previously worked for UBS Financial Services Inc. and PIMCO Investments LLC. Christine is registered in 26 states and holds a variety of licenses and certifications including the Series 7, 63, and 6 exams, and the SIE exam. Christine specializes in providing investment advice to high-net-worth individuals, corporations, and other institutions.
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
08/02/2021 - Present
Morgan Stanley (Newport Beach CA)
CA
07/23/2012 - 08/11/2021
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
CA
02/14/2011 - 07/30/2012
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
CA
08/02/2000 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
BC
Issued 08/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2001
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/12/2000
Series 3 - National Commodity Futures Examination
BC
Issued 08/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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