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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Venuti is a financial advisor with Morgan Stanley. Christopher has been in the financial services industry since July 28, 1991. He has been registered with Morgan Stanley since January 2014. Christopher has a Series 7, Series 63, and Series 65 license and is also registered in 52 states. Christopher has worked for a number of firms in the past including UBS Financial Services Inc., Lehman Brothers Inc., Bear, Stearns & Co. Inc., Sutro & Co. Incorporated, and Gene Morgan Financial. His experience in the financial services industry gives him a solid foundation in understanding the needs of his clients.
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
01/03/2014 - Present
Morgan Stanley (Woodland Hills CA)
CA
12/09/2005 - 01/13/2014
UBS FINANCIAL SERVICES INC. (WESTLAKE VILLAGE CA)
NY
03/09/2000 - 12/19/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/15/1996 - 03/15/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CA
03/26/1993 - 11/19/1996
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
CA
07/29/1991 - 05/04/1993
GENE MORGAN FINANCIAL (LOS ANGELES CA)
IA
Issued 02/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1991
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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