Unclaimed
Christopher Labelle is a financial advisor at Morgan Stanley. Christopher has been in the industry since 2003 and has been registered with the firm since 2014. Christopher has a wide range of experience in financial services, including securities, investment company products, and variable contracts. Christopher is registered in multiple states and holds Series 6, 7, 31, and 66 licenses. Christopher is also a Registered Representative with FINRA and is currently licensed to offer securities and investment advisory services in California and Texas. Christopher has worked at Morgan Stanley since 2014 and has held positions at Morgan Stanley Private Bank. Christopher provides financial planning services, portfolio management, and asset allocation advice. Christopher's primary focus is on providing high-quality financial 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
11/19/2018 - Present
Morgan Stanley (Irvine CA)
MN
06/30/2003 - 08/04/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 08/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2003
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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