Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Sutter is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Christa has over 17 years of experience in the financial services industry. Christa has passed the Series 63, Series 7, and Series 65 exams. Christa is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, and Washington. Christa also has a previous registration with Morgan Stanley. Christa's professional experience includes roles at KCG Holdings, Knight Execution & Clearing Services LLC, and Bank of America N.A.
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
12/04/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALPHARETTA GA)
GA
06/24/2016 - 10/19/2017
MORGAN STANLEY (ATLANTA GA)
GA
07/02/2012 - 06/13/2016
KCG AMERICAS LLC (ATLANTA GA)
GA
04/03/2007 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (ATLANTA GA)
IA
Issued 09/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2007
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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