Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michael Perry is a registered representative with UBS Financial Services Inc. in Houston, Texas. Christopher Michael Perry has been in the industry since September 1997 and has held previous roles at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Christopher Michael Perry is a Series 7, 31, 63 and 65 licensed advisor. Christopher Michael Perry specializes in various areas including Retirement Planning, Education Planning, College Savings Plans, 529 Plans, Mutual Funds, Stocks, Bonds, Annuities, ETFs, and Variable Annuities.
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.
See schedule d - miscellaneous
1
2
TX
01/08/2009 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
04/02/2007 - 01/09/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
09/16/1997 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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