Unclaimed
Christi Sue Cristians is a financial advisor who has been working in the financial industry since December 1999. Cristians is currently registered with Cambridge Investment Research Advisors, Inc. as a Registered Representative and Investment Advisor Representative in Pennsylvania and Texas. Christians has over 23 years of experience in the financial services industry. Cristians has held previous positions at Avantax Investment Services, Inc., and Avantax Advisory Services. Cristians is a Series 6, Series 63, and Series 65 licensed professional. Cristians holds a SIE license.
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.
Solicitation fees from 3rd party money managers
1
2
PA
01/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Erie PA)
PA
12/17/1999 - 02/01/2022
AVANTAX INVESTMENT SERVICES, INC. (ERIE PA)
IA
Issued 11/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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