Unclaimed
Christopher Desantis is an investment advisor representative at Morgan Stanley, a firm that has been active in the industry since 1935. Christopher has been active in the industry since December 2007. Christopher holds Series 7 and Series 66 licenses and the SIE exam, and is registered in 51 states and the District of Columbia. Christopher is a registered investment advisor representative with Morgan Stanley in Westport, Connecticut.
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
CT
02/07/2014 - Present
Morgan Stanley (Westport CT)
CT
03/27/2012 - 05/23/2013
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
CT
12/13/2007 - 03/15/2012
DEUTSCHE BANK SECURITIES INC. (GREENWICH CT)
BOTH
Issued 03/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2007
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 Desantis is the right advisor for you? Invested Better is here to help.