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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 Morales is a financial advisor with Cambridge Investment Research Advisors, Inc. in Coral Gables, Florida. Christopher has been in the industry since August 26, 2006, working with individual investors, high net worth individuals, and small businesses. He has a wide range of experience in financial planning, investment management, and retirement planning. Christopher is also a registered representative with FINRA and is licensed to sell insurance products.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
11/03/2020 - Present
Cambridge Investment Research Advisors, Inc. (Coral Gables FL)
FL
01/08/2019 - 11/04/2020
MML INVESTORS SERVICES, LLC (Coral Gables FL)
FL
03/09/2012 - 01/10/2019
KOVACK SECURITIES INC. (CORAL GABLES FL)
FL
05/18/2007 - 03/13/2012
SIGNATOR INVESTORS, INC. (MIAMI FL)
FL
04/28/2006 - 01/17/2007
PRUCO SECURITIES, LLC. (CORAL GABLES FL)
BC
Issued 10/05/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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