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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 Sansom is an Investment Advisor Representative at Morgan Stanley. Christopher has been in the financial services industry since 2010 and has been registered with the Securities and Exchange Commission (SEC) since 2011. Christopher has experience working with both individual and institutional clients. Christopher is a Series 7, Series 63, and Series 65 licensed holder, and has passed the Securities Industry Essentials Examination. Christopher has been a licensed representative of several firms, including E*TRADE SECURITIES LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Christopher is currently licensed in 53 states and the District of Columbia. Christopher has a passion for helping his clients achieve their financial goals. Christopher is committed to providing his clients with personalized financial advice and guidance.
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
UT
09/06/2023 - Present
Morgan Stanley (Sandy UT)
UT
10/06/2011 - 01/20/2017
E*TRADE SECURITIES LLC (SANDY UT)
UT
01/03/2011 - 10/03/2011
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
04/28/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
02/26/2007 - 12/17/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 09/21/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
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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