Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Guadalupe is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. Christopher has been with Morgan Stanley since 2014. Prior to that, Christopher worked for Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, J.P. Morgan Securities Inc., Chase Investment Services Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher holds Series 7, Series 63, and Series 66 licenses. Christopher's primary office is located in West Conshohocken, Pennsylvania.
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
PA
04/29/2014 - Present
Morgan Stanley (West Conshohocken PA)
PA
11/20/2009 - 04/03/2014
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
NY
08/19/2008 - 10/28/2009
WELLS FARGO INVESTMENTS, LLC (NEW YORK NY)
NY
07/17/2007 - 08/20/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
01/28/2003 - 03/10/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
02/06/2001 - 01/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
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 Guadalupe is the right advisor for you? Invested Better is here to help.
