Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristy? Claim Your ProfileCristy Lynn Speer is a registered representative with Morgan Stanley. Cristy has been in the securities industry since January 23, 2000. Cristy holds licenses for both broker-dealer and investment advisor. Cristy is a registered representative in 53 states and two US territories. Cristy's experience includes previous roles with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cristy is also registered as an investment advisor in Georgia and Texas.
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
GA
07/20/2011 - Present
Morgan Stanley (Alpharetta GA)
GA
02/25/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALPHARETTA GA)
GA
04/20/2000 - 02/12/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
NY
11/19/1999 - 02/25/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
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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