Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Monahan is a financial advisor with Morgan Stanley, a firm managing over $1.4 trillion in assets. Christopher is registered in 55 states and territories and holds a Series 7, 63 and 66 license. He is an investment advisor representative with both the firm and the state of Texas. Christopher has over two years of experience in the financial services industry. He has worked at JPMorgan Distribution Services, Inc. and Merrill Lynch. Christopher is committed to providing his clients with personalized financial advice to help them reach their financial goals.
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
IL
09/13/2022 - Present
Morgan Stanley (Chicago IL)
OH
06/20/2020 - 07/30/2022
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
BOTH
Issued 09/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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