Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Betancourt is a financial advisor with Morgan Stanley. Cristina has been in the financial industry since October 22, 2016. Cristina has a Series 7 and Series 66 license. Cristina is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Cristina is also registered to provide investment advice in 44 states and the District of Columbia. Cristina has a strong background in the financial services industry, having previously worked at E*TRADE SECURITIES LLC and Securities America, Inc. Cristina specializes in providing financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, families, businesses, and institutions. Cristina is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
TX
10/11/2022 - Present
Morgan Stanley (Houston TX)
TX
06/02/2017 - 10/14/2022
E*TRADE SECURITIES LLC (Houston TX)
TX
08/25/2016 - 04/03/2017
SECURITIES AMERICA, INC. (BELLAIRE TX)
BOTH
Issued 01/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
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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