Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christiana? Claim Your ProfileChristiana Manthei is a registered representative of Cambridge Investment Research Advisors, Inc. She is licensed in Michigan and has been in the industry since 2022. Christiana's current position is with the firm's Grand Ledge, Michigan branch. Christiana Olivia Manthei has earned the Series 66, Series 7TO and SIE securities licenses. Her focus is on providing financial planning, portfolio management, and investment advice to a variety of client types, including high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. She is a member of the Cambridge Investment Research Advisors, Inc. team, which has a total of over 3000 registered representatives.
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
MI
12/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (Grand Ledge MI)
BOTH
Issued 06/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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