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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 Beal is a financial advisor with Morgan Stanley. Christopher has been working in the financial services industry since December 2002. Christopher is registered with the state of Texas as an Investment Advisor Representative (IAR). Christopher also has a Series 66 license. Christopher has experience with a number of investment products and services, including mutual funds, stocks, bonds, and options. Christopher is also a registered representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher has a variety of other business interests, including property ownership, recreational boating, and serving on the Board of Trustees for Hampton Roads Academy. Christopher is a trusted advisor to individuals and families, providing them with personalized financial planning and investment advice.
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
VA
08/28/2017 - Present
Morgan Stanley (Newport News VA)
VA
12/18/2002 - 08/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT NEWS VA)
BOTH
Issued 01/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/14/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2002
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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