Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Coates is a financial advisor in Poughkeepsie, NY with over 20 years of experience in the financial services industry. Christa is a registered representative of Cambridge Investment Research Advisors, Inc., a firm with over 3000 advisors and over $87 trillion in regulatory assets under management. Christa offers financial planning, portfolio management for individuals and businesses, and pension consulting services. Christa also offers educational seminars and market timing services to her clients.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NY
07/12/2024 - Present
Cambridge Investment Research Advisors, Inc. (Poughkeepsie NY)
NY
06/05/2024 - 07/12/2024
COMMONWEALTH FINANCIAL NETWORK (Poughkeepsie NY)
NY
08/23/2013 - 06/12/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (POUGHKEEPSIE NY)
NY
12/22/2009 - 08/22/2013
METLIFE SECURITIES INC. (FISHKILL NY)
NY
03/08/2005 - 12/15/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (RYE BROOK NY)
IN
03/08/2005 - 04/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
09/04/2001 - 03/01/2005
M&T SECURITIES, INC. (BALTIMORE MD)
IA
Issued 12/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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