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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 D'ambrosio is a financial advisor with Morgan Stanley, where they have been employed since March 2010. Christopher holds multiple industry licenses including Series 7, Series 24, and Series 63, among others. Christopher provides a variety of services to their clients including financial planning, portfolio management, educational seminars, and asset allocation advice. Christopher has over 27 years of experience in the financial services industry. Christopher has been registered with the state of Texas since 2014.
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
MA
03/03/2014 - Present
Morgan Stanley (Boston MA)
MA
08/06/2008 - 07/13/2009
JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)
MA
04/23/2007 - 05/06/2008
STANFORD GROUP COMPANY (BOSTON MA)
MA
04/22/1994 - 04/23/2007
MOORS & CABOT, INC. (BOSTON MA)
IA
Issued 01/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/21/1994
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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