Years of Experience
5-20+ Years
Beverly Hills, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Christine Geoffray is a financial advisor at Morgan Stanley. Christine has been working in the financial services industry since 2005. Christine has a Series 7, Series 31, Series 63, Series 66, and SIE licenses. Christine has experience in providing financial planning, portfolio management, and asset allocation advice. Christine is registered with the state of California.
SPECIALIZATIONS
Westlake Village, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Callahan is an investment advisor representative registered with Columbia Management Investment Advisers, LLC in California. Christopher Callahan is a registered representative with Columbia Management Investment Advisers, LLC since September 9, 2013. Christopher Callahan has been in the industry since October 1, 2006. Previously, Christopher Callahan was registered with Columbia Management Distributors, Inc. and Ameriprise Financial Services, Inc.. Christopher Callahan has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Christopher Callahan has a professional history with Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments and Riversource Fund Distributors, Inc..
SPECIALIZATIONS
San Francisco, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Allan Gillette is an investment advisor representative with Morgan Stanley and has been active in the industry since February 1998. Christopher is registered in 22 states and the District of Columbia for both securities and investment advisory services. Christopher holds the Series 63, Series 65, Series 7 and SIE licenses. Christopher has previously worked at Barclays Capital Inc. and Lehman Brothers Inc. Christopher has a proven track record in providing investment advisory services to individuals, families, and institutional clients.
SPECIALIZATIONS
San Clemente, CA
16 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Ferraro is a financial advisor with State Farm Investment Management Corp. based in San Clemente, CA. Christopher has been in the industry since 2008 and holds a Series 63 and Series 65. Christopher's specialties include portfolio management for individuals and portfolio management for investment companies.
SPECIALIZATIONS
LOS ANGELES, CA
0 Disclosures
ADVISOR BIO
Christopher James Kazmer is a Certified Financial Plannerâ„¢ with Aspiriant, LLC. Christopher has been working in the financial industry since 2013 and joined Aspiriant in 2017. Christopher currently holds an active Investment Advisor representative license in California. Christopher and Aspiriant, LLC, specialize in providing financial planning and investment advisory services to high-net-worth individuals, families, businesses, charitable organizations, and investment companies. Christopher has experience working with individuals, families, and organizations in Los Angeles, CA.
SPECIALIZATIONS
San Diego, CA
26 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Andrew Lelli is a financial advisor registered with Morgan Stanley. Christopher has been in the financial services industry since 1998 and has been with Morgan Stanley since 2009. Christopher is registered to provide investment advice in multiple states, including California, Texas, Alabama, Alaska, and Arizona. Christopher is a Registered Representative of and an Investment Advisor Representative of Morgan Stanley. Christopher has experience with investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
SPECIALIZATIONS
ROSEVILLE, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Pistone is a registered investment advisor representative with Robert W. Baird & Co. Inc. Christopher is a financial professional with experience in the securities industry. Christopher specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Christopher is also registered with the Securities and Exchange Commission and several state regulators.
SPECIALIZATIONS
FOSTER CITY, CA
0 Disclosures
ADVISOR BIO
Christopher Moshy is a Registered Investment Advisor Representative who is currently employed by Bailard, Inc. Christopher has over 16 years of experience in the financial services industry. Christopher has passed both the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Christopher's current specializations include Portfolio Management for individuals, Portfolio Management for businesses, Portfolio Management for investment companies, and Portfolio Management for pooled investment vehicles.
SPECIALIZATIONS
San Diego, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Ribe is a financial advisor who has been in the industry since August 2011. He is currently registered with Morgan Stanley, where he specializes in financial planning, portfolio management, and pension consulting. Christopher Ribe has a broad range of experience, having previously worked at OppenheimerFunds Distributor, Inc. and Morgan Stanley Smith Barney. He holds a Series 7, Series 66, and Series 65 license, as well as the SIE exam. Christopher Ribe works with a variety of clients, including individuals, corporations, charitable organizations, and investment companies. He is dedicated to providing his clients with personalized advice and helping them achieve their financial goals.
SPECIALIZATIONS
Aliso Viejo, CA
0 Disclosures
ADVISOR BIO
Christopher Quigley is an Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Christopher has been in the financial industry since August 2011. Christopher is registered with the state of California and holds the Series 65 license. Christopher's current firm Kovitz Investment Group Partners, LLC is based in Chicago, Illinois and manages assets of over $11 billion for a variety of clients including corporations, individuals and charitable organizations.
SPECIALIZATIONS