Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Pagliaro is a financial advisor who has been in the industry since 1997. Christine has worked for both Merrill Lynch and Morgan Stanley. Christine has a variety of experience in the industry and currently holds a Series 7TO, Series 3, Series 31, Series 66, and Series 63. Christine currently works at Morgan Stanley.
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
TX
01/02/2025 - Present
Morgan Stanley (Dallas TX)
TX
10/08/1997 - 07/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 02/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 3 - National Commodity Futures Examination
BC
Issued 07/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christine Pagliaro is the right advisor for you? Invested Better is here to help.
