Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Lozano is an Investment Advisor Representative associated with Morgan Stanley. Cristina holds Series 7TO, SIE and Series 66 licenses and is currently registered in both New Jersey and New York. Cristina also has experience in retail, working at Moda Operandi and has been an active member of the New York City business community for many years. Cristina is currently registered with Morgan Stanley and has been associated with them since July 2022. Morgan Stanley is a large financial services firm based in Purchase, NY and specializes in providing investment advice to a wide range of clients, including individuals, corporations, and institutions.
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
09/17/2022 - Present
Morgan Stanley (PURCHASE NY)
BOTH
Issued 09/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
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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