Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michinaka is a financial advisor with over 19 years of experience in the industry. Christopher is currently registered with Morgan Stanley and has a strong background in providing comprehensive financial planning and investment advice. Throughout Christopher’s career, Christopher has worked for firms such as Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., Barclays Capital Inc., and Banc of America Investment Services, Inc. Christopher has a wide range of expertise and has been recognized for his commitment to client service. Christopher specializes in providing financial advice to individuals, families, and businesses.
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
06/12/2020 - Present
Morgan Stanley (Menlo Park CA)
CA
07/25/2014 - 06/16/2020
WELLS FARGO CLEARING SERVICES, LLC (PALO ALTO CA)
CA
06/03/2010 - 07/18/2014
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
CA
08/21/2009 - 06/03/2010
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
CA
01/15/2009 - 08/19/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MENLO PARK CA)
MN
12/10/1993 - 07/26/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/10/1993 - 07/26/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Michinaka is the right advisor for you? Invested Better is here to help.
