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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 Weber is a financial advisor with Morgan Stanley. He has been in the financial services industry since May 1995. Christopher is registered with both FINRA and the state of Wisconsin. Christopher has a strong track record of success, helping clients achieve their financial goals. Christopher works with a variety of clients, including individuals, families, businesses, and institutions. Christopher provides a range of services, including financial planning, investment management, and retirement planning. Christopher's main office is located in Waukesha, Wisconsin.
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
WI
06/22/2020 - Present
Morgan Stanley (Waukesha WI)
WI
06/11/2015 - 12/31/2018
H. BECK, INC. (Delafield WI)
NY
08/12/1994 - 07/01/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/02/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2015
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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