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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 Kearon is a financial advisor with over 38 years of experience in the industry. Christopher has a Series 3, 7, 63 and 65 licenses. Christopher currently works at Morgan Stanley and is licensed to provide investment advice in New Jersey, Pennsylvania and Texas. In addition to working with Morgan Stanley, Christopher has also been employed by Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Wachovia Securities, LLC, Prudential Securities Incorporated and Bear, Stearns & Co.. Christopher has experience working with a variety of clients including individuals, high net worth individuals, corporations, insurance companies, investment companies, pension and profit sharing plans, charitable organizations, state or municipal government entities and investment clubs. Christopher's expertise is in providing financial planning, portfolio management for individuals, businesses, and investment companies, and asset allocation advice.
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
08/20/2018 - Present
Morgan Stanley (Berwyn PA)
PA
04/03/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAYNE PA)
PA
07/01/2003 - 04/06/2009
WACHOVIA SECURITIES, LLC (RADNOR PA)
NY
05/23/1985 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/23/1985 - 05/10/1985
BEAR, STEARNS & CO.
IA
Issued 12/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1990
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
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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