Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Andrew Lelli is a financial advisor registered with Morgan Stanley. Christopher has been in the financial services industry since 1998 and has been with Morgan Stanley since 2009. Christopher is registered to provide investment advice in multiple states, including California, Texas, Alabama, Alaska, and Arizona. Christopher is a Registered Representative of and an Investment Advisor Representative of Morgan Stanley. Christopher has experience with investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
03/11/2020 - Present
Morgan Stanley (San Diego CA)
CA
07/14/2003 - 11/19/2009
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
MO
09/20/1999 - 07/21/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
FL
01/04/1999 - 09/07/1999
GSG SECURITIES, INC. (BOCA RATON FL)
CO
10/27/1998 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 06/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Lelli is the right advisor for you? Invested Better is here to help.
