Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Blunt is a financial advisor at LPL Financial LLC. Blunt has been a registered representative in the securities industry since 2013, and currently holds Series 7, Series 63, Series 99TO and SIE licenses. Previous employers include WELLS FARGO CLEARING SERVICES, LLC and VANGUARD MARKETING CORPORATION. Christa is registered to provide securities and investment advisory services in 53 states and jurisdictions.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
05/14/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
08/08/2022 - 05/07/2024
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
05/16/2013 - 12/14/2015
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 08/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2024
Series 99TO - Operations Professional Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christa Blunt is the right advisor for you? Invested Better is here to help.
