Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Whitman is a registered representative with LPL Financial LLC. Christa Whitman is active in the securities industry since 2021. She is licensed in Oregon. Her previous employers include Raymond James Financial Services, Inc., Park Avenue Securities LLC, and Ameriprise Financial Services, LLC. Christa Whitman has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. She holds Series 7TO and SIE licenses. Her firm, LPL Financial LLC, is a large firm with over 20,000 employees and over $50 billion in assets under management. LPL Financial LLC offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
1
2
OR
10/17/2024 - Present
LPL Financial LLC (PORTLAND OR)
OR
11/10/2023 - 07/19/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEAVERTON OR)
OR
03/15/2023 - 12/18/2023
PARK AVENUE SECURITIES LLC (PORTLAND OR)
OR
11/22/2021 - 01/09/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Lake Oswego OR)
BC
Issued 11/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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