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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 Boyd is a financial advisor with Morgan Stanley in Columbus, Ohio. Christopher has been in the financial services industry since 2018. Christopher holds the Series 6, Series 7, Series 99, and SIE licenses. Christopher has been registered with Morgan Stanley since March 2022. Christopher was previously registered with COMMONWEALTH FINANCIAL NETWORK and NYLIFE SECURITIES LLC.
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
OH
03/15/2022 - Present
Morgan Stanley (Columbus OH)
OH
07/26/2019 - 10/27/2021
COMMONWEALTH FINANCIAL NETWORK (DUBLIN OH)
OH
12/19/2017 - 07/24/2019
NYLIFE SECURITIES LLC (DUBLIN OH)
BC
Issued 05/29/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2017
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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