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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 Walters is a financial advisor with Morgan Stanley, working in the Stamford, CT and New York, NY branch offices. Christopher has been in the financial services industry since August 12, 2013. He specializes in advising high-net-worth individuals, corporations and other businesses, investment companies, insurance companies, charitable organizations, and pension and profit-sharing plans. Christopher also offers a wide range of services, including financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. He is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in 53 states and the District of Columbia. Prior to joining Morgan Stanley, Christopher worked at First Republic Securities Company, LLC and J.P. Morgan Securities LLC.
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
03/30/2023 - Present
Morgan Stanley (New York NY)
NY
11/04/2022 - 04/25/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
10/16/2015 - 11/06/2022
J.P. MORGAN SECURITIES LLC (WHITE PLAINS NY)
NY
08/12/2013 - 11/10/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 08/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
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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