Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christal? Claim Your ProfileChristal White-stevens is a financial advisor with over 7 years of experience in the industry. Christal is registered to offer investment advisory services in Georgia and has passed the Series 66, Series 7, and SIE exams. Christal currently works for Raymond James Financial Services Advisors, Inc. and has previously worked for MCMULLIN STONE & ASSOCIATES. Christal is an officer for On Purpose Financial Management and has over 81 hours per month dedicated to this business. Christal provides financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
08/28/2019 - Present
Raymond James Financial Services Advisors, Inc. (FAYETTEVILLE GA)
BOTH
Issued 08/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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