Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristian? Claim Your ProfileCristian Gonzalez lami is a financial advisor with Morgan Stanley. Cristian has been in the financial industry since 2005. Cristian is registered with the Securities and Exchange Commission (SEC) as a registered representative (RR) and investment advisor representative (IAR). Cristian is licensed to sell securities in multiple states.
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
FL
04/06/2016 - Present
Morgan Stanley (Miami FL)
FL
05/28/2014 - 04/01/2016
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
FL
02/14/2012 - 05/16/2014
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
FL
05/27/2009 - 12/06/2011
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
FL
05/29/2007 - 05/29/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
09/20/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NY
11/11/2004 - 01/26/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 05/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
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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