Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christi? Claim Your ProfileChristi Lynn Banko is a financial professional with over 25 years of experience in the financial services industry. Christi is currently registered with Janney Montgomery Scott LLC, a full-service investment firm, and is a licensed agent in 53 states. Prior to joining Janney Montgomery Scott, Christi worked for several other financial institutions, including Truist Investment Services, BB&T Securities, Morgan Stanley, Morgan Keegan & Company, Legg Mason Wood Walker, UBS PaineWebber Inc., and J.C. Bradford & Co. Christi has a wide range of experience in financial planning, portfolio management, and investment banking.
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.
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.
Fee plus commission
1
2
GA
01/27/2022 - Present
Janney Montgomery Scott LLC (ATLANTA GA)
GA
02/17/2021 - 01/27/2022
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
11/02/2017 - 02/17/2021
BB&T SECURITIES, LLC (ATLANTA GA)
GA
09/28/2010 - 11/03/2017
MORGAN STANLEY (ATLANTA GA)
GA
08/12/2005 - 09/29/2010
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
MD
07/18/2001 - 08/18/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
08/14/2000 - 07/11/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/23/1997 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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