Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Simcho is an investment advisor representative with Morgan Stanley. Christopher has over 13 years of experience in the financial industry. Christopher is licensed to provide investment advice in 47 states and is registered with the Financial Industry Regulatory Authority (FINRA). Christopher holds a Series 7, Series 9, Series 10, Series 63, Series 66, Series 99TO, and SIE licenses. Christopher has previously worked with TD AMERITRADE, INC., J.P. MORGAN SECURITIES LLC, NYLIFE SECURITIES LLC, KESTRA INVESTMENT SERVICES, LLC, and FIDELITY BROKERAGE SERVICES LLC.
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
SC
10/07/2024 - Present
Morgan Stanley (Greenville SC)
FL
05/02/2022 - 05/19/2024
TD AMERITRADE, INC. (Plantation FL)
TX
11/21/2017 - 01/16/2019
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
TX
09/15/2017 - 11/07/2017
NYLIFE SECURITIES LLC (FRISCO TX)
TX
05/25/2016 - 08/29/2017
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
08/25/2011 - 05/18/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 05/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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