Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christiana? Claim Your ProfileChristiana Patton is a financial professional with Cetera Investment Advisers LLC. Christiana has been working in the financial services industry since 2023. She is a registered investment advisor representative and holds Series 63, 65, and 7TO licenses. Christiana is a strong advocate for helping people reach their financial goals. Christiana is passionate about working with individuals and families to develop customized financial plans that meet their unique needs. She is also committed to providing excellent customer service and building long-lasting relationships with her clients.
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.
A percentage of the total value of assets under management is charged.
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NC
11/24/2023 - Present
Cetera Investment Advisers LLC (DURHAM NC)
NC
02/07/2023 - 08/16/2023
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
IA
Issued 11/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/7/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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