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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Rea is a financial advisor with over 20 years of experience in the industry. Christopher is registered with Morgan Stanley in San Francisco, California. Christopher has previously worked with firms such as UBS Financial Services Inc., AXA Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher's focus is on providing financial planning and investment advice to a variety of clients including individuals, corporations, and institutions. Christopher holds the Series 7, 31, and 66 securities licenses.
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
02/10/2012 - Present
Morgan Stanley (San Francisco CA)
NJ
12/19/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
11/26/2008 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERSEY CITY NJ)
NY
03/07/2006 - 07/24/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
02/20/2004 - 02/10/2006
AXA ADVISORS, LLC (NEW YORK NY)
CT
06/28/2005 - 01/04/2006
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 12/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/2004
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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