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 Holmes is an investment advisor representative with Kestra Advisory Services, LLC. Christi has been in the financial services industry since 2003. Christi holds Series 7, Series 24, Series 3, Series 66, Series 87, Series 99TO, and SIE licenses. Christi was previously affiliated with Hilltop Securities Independent Network Inc., Hilltop Securities Inc., Sterne, Agee & Leach, Inc., and Southwest Securities, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/01/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
10/18/2007 - 12/07/2018
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (DALLAS TX)
TX
04/23/2007 - 12/07/2018
HILLTOP SECURITIES INC. (DALLAS TX)
TX
01/23/2006 - 04/19/2007
STERNE, AGEE & LEACH, INC. (DALLAS TX)
TX
01/02/2003 - 01/20/2006
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BOTH
Issued 10/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 07/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2012
Series 3 - National Commodity Futures Examination
BC
Issued 06/04/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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