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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 Mokros is an experienced financial advisor with over 15 years of experience in the industry. Christopher has a deep understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals. Christopher is currently registered with Morgan Stanley and holds a variety of licenses and certifications, including Series 7, 9, 10, 24, 63, and 65. Christopher has a strong commitment to providing personalized service and helping clients understand their investment options. Christopher is dedicated to helping clients reach their financial goals and believes in building long-lasting relationships with clients.
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
GA
09/05/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
01/28/2021 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
12/13/2007 - 10/05/2010
E*TRADE SECURITIES LLC (ALPHARETTA GA)
TN
08/18/1999 - 06/08/2006
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
TN
02/14/1998 - 05/21/1999
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
MN
04/15/1996 - 06/18/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
NY
04/18/1995 - 01/11/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 03/26/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1995
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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