Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Elyse Flint jeannin is a financial advisor working with Fidelity Personal And Workplace Advisors. Christa has been in the financial services industry since 2009 and has a wide range of experience in providing financial planning, investment advice, and portfolio management. Christa is registered to offer securities and investment advisory services in 53 states. She holds the Series 63, 66, 7, 9, and 10 licenses, as well as the SIE exam.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
FL
08/27/2015 - 06/14/2017
J.P. MORGAN SECURITIES LLC (Jacksonville FL)
FL
10/12/2007 - 01/06/2014
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 06/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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