Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristian? Claim Your ProfileCristian Rubiano is a financial advisor at Morgan Stanley with over five years of experience in the financial industry. Cristian has a strong background in securities and investments, holding the Series 7, Series 6, and Series 66 licenses. Cristian is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Florida and Texas. Cristian's professional career started in 2012 at Wells Fargo Bank, where he worked in various roles before transitioning to a financial advisor role at Wells Fargo Advisors in 2016. Cristian joined Morgan Stanley in 2021. Cristian specializes in providing financial planning and portfolio management services to a diverse clientele, including high-net-worth individuals, families, corporations, and charitable organizations. In addition to his financial services, Cristian is also a Notary Public.
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
12/15/2022 - Present
Morgan Stanley (Miami FL)
FL
03/25/2016 - 11/03/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 12/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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