Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mc caffrey is a financial advisor at International Assets Investment Management, LLC and Global Assets Advisory, LLC, both located in Orlando, Florida. Christopher has been in the financial industry for over 25 years and holds Series 63, 66, and 7 licenses as well as the SIE exam. Christopher previously worked for Morgan Stanley in Napa, California.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/11/2024 - Present
International Assets Investment Management, LLC (ORLANDO FL)
CA
06/01/2009 - 02/13/2024
MORGAN STANLEY (Napa CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STOCKTON CA)
CA
09/19/2002 - 04/02/2007
MORGAN STANLEY DW INC. (STOCKTON CA)
MO
05/20/1996 - 08/15/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 07/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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