Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christin? Claim Your ProfileChristin Nicole Clark is a registered investment advisor representative with Creative Financial Designs, Inc., based in Kokomo, Indiana. She has been in the financial services industry since 2003. Her prior experience includes roles at Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, CFD Investments, Inc., and NRP Financial, Inc. Christin holds FINRA Series 7, 24, 52, 53, and 66 licenses, as well as the SIE license. She specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
IN
05/03/2017 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
IN
07/15/2015 - 03/24/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/15/2015 - 03/24/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IN
09/04/2014 - 07/21/2015
CFD INVESTMENTS, INC. (KOKOMO IN)
IN
10/18/2013 - 08/27/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IN
03/15/2011 - 08/27/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/27/2009 - 12/31/2010
NRP FINANCIAL, INC. (FORT WAYNE IN)
IN
12/03/2003 - 11/11/2008
THRIVENT INVESTMENT MANAGEMENT INC. (FORT WAYNE IN)
BOTH
Issued 04/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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