Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Perry is a financial advisor with over 14 years of experience in the industry. Christa is currently registered with LPL Financial LLC, and has been with the firm since 2008. Christa has a wide range of experience in financial planning, portfolio management, and consulting services. Christa holds Series 6, 7, 24, 63, and 65 licenses. Christa is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
NY
10/25/2021 - Present
LPL Financial LLC (ENDICOTT NY)
IA
Issued 10/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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