Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Agro is a financial advisor with over 18 years of experience in the industry. Christine is currently registered with Wells Fargo Clearing Services, LLC. Christine is also registered to provide investment advisory services in New York and Texas. Prior to joining Wells Fargo, Christine was affiliated with Morgan Stanley. Christine has a wide range of experience serving individual and institutional clients. Christine has passed the Series 7, Series 63 and SIE exams. Christine holds registrations in several states and specializes in investments in the areas of stocks, bonds, mutual funds, and options.
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.
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.
Investment consulting services to institutional clients
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.
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2
NY
05/31/2019 - Present
Wells Fargo Clearing Services, LLC (GARDEN CITY NY)
NY
06/01/2009 - 06/04/2019
MORGAN STANLEY (GARDEN CITY NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)
NY
02/09/2007 - 04/02/2007
MORGAN STANLEY DW INC. (GARDEN CITY NY)
NY
12/14/2004 - 02/16/2007
CITIGROUP GLOBAL MARKETS INC. (GARDEN CITY NY)
BC
Issued 01/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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