Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stone is a financial advisor with over 25 years of experience in the financial services industry. Christopher is currently registered with Morgan Stanley and has a strong track record of providing investment advice to a wide range of clients. Christopher is committed to helping clients achieve their financial goals and is dedicated to providing personalized service. Christopher has experience working at David Lerner Associates, Inc. and has a broad range of experience in investment services, including portfolio management, financial planning, and retirement planning.
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
NY
12/06/2022 - Present
Morgan Stanley (Purchase NY)
NY
09/24/1997 - 08/20/1999
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 10/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
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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