Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lebano is a financial advisor who has been in the industry for over nine years. Christopher is a registered representative of Morgan Stanley and has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and M&T Securities, Inc. Christopher holds Series 6, 7, 63 and 66 securities licenses and has a Certified Financial Planner designation. Christopher currently works out of the Baltimore office of Morgan Stanley. Christopher has been registered with the Securities and Exchange Commission (SEC) since 2014 and has a strong track record of providing financial advice to individuals and businesses. Christopher is passionate about helping clients achieve their financial goals, and he takes a personalized approach to each client's situation.
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
MD
07/14/2023 - Present
Morgan Stanley (Baltimore MD)
MD
10/06/2015 - 07/19/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOWSON MD)
MD
03/15/2014 - 09/30/2015
M&T SECURITIES, INC. (GLEN BURNIE MD)
BOTH
Issued 12/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2014
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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