Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christie? Claim Your ProfileChristie Morrison is a financial advisor at Truist Advisory Services, Inc. based in Lakeland, FL. Christie has been in the financial services industry since 2024 and is registered to provide investment advice in Florida, Maryland, and North Carolina. Christie is a Chartered Financial Consultant and holds Series 7TO and Series 66 licenses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
01/30/2025 - Present
Truist Advisory Services, Inc. (LAKELAND FL)
BOTH
Issued 03/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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