Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Ortwein is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Alpharetta, Georgia. Christa has been in the financial services industry since June 2013 and has experience working at Charles Schwab & Co., Inc. and Vanguard Marketing Corporation. Christa is licensed to provide investment advice in 53 states and is also a registered investment advisor in Georgia and Texas. Christa specializes in providing investment advice to individuals, corporations and other businesses, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
09/27/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALPHARETTA GA)
GA
12/08/2014 - 09/13/2016
CHARLES SCHWAB & CO., INC. (ALPHARETTA GA)
AZ
09/13/2012 - 07/02/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 02/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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