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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 Kobe is a financial advisor with over 20 years of experience in the industry. Christopher currently works at Morgan Stanley. Christopher has a strong background in securities and investments, and is licensed to provide investment advice in several states. Christopher is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Christopher holds a Series 7, Series 31, and Series 66 license and the SIE. Christopher is a valuable resource for investors of all types, and he is committed to building long-term relationships with his clients. Christopher's previous experience includes time with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
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
CA
09/06/2024 - Present
Morgan Stanley (VALENCIA CA)
CA
04/02/2007 - 12/15/2008
MORGAN STANLEY & CO. INCORPORATED (VALENCIA CA)
CA
10/01/2003 - 04/02/2007
MORGAN STANLEY DW INC. (VALENCIA CA)
BOTH
Issued 10/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2003
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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