Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher V. Lamberto is a registered representative with Morgan Stanley. Christopher has been in the financial services industry for over 2 years. Christopher is registered in 53 states. Christopher holds Series 7, Series 57, Series 63 and Series 65 licenses. Christopher is a registered investment advisor in New York and Texas. Christopher's previous experience includes Seven Points Capital, LLC. Christopher is committed to providing clients with personalized financial advice and strategies. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
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
NY
02/14/2022 - Present
Morgan Stanley (New York NY)
NY
12/06/2019 - 10/26/2021
SEVEN POINTS CAPITAL, LLC (NEW YORK NY)
IA
Issued 11/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
Series 57TO - Securities Trader Exam
BC
Issued 06/18/2019
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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