Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wilson is a financial advisor with over 20 years of experience in the financial services industry. Christopher is currently registered with Morgan Stanley in Easton, PA. Prior to joining Morgan Stanley, Christopher worked at PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, and SIGNATOR INVESTORS, INC. Christopher holds licenses for Series 6, Series 7, Series 63 and Series 65, which allows them to offer a variety of financial products and services. Christopher is also registered in several states, including Pennsylvania, New Jersey and Texas.
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
PA
02/20/2020 - Present
Morgan Stanley (EASTON PA)
PA
01/01/2004 - 12/09/2009
PNC INVESTMENTS (EASTON PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
04/10/2000 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
MA
09/24/1999 - 04/11/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 09/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Wilson is the right advisor for you? Invested Better is here to help.
