Unclaimed
Christina Minick is a financial professional with over 13 years of experience in the financial services industry. Christina is currently registered with Raymond James & Associates, Inc. and has a Series 6, Series 63, and SIE license. Christina has previously worked with Thurston Springer Financial, Kestra Investment Services, LLC, and G & W Equity Sales, Inc. Christina's specializations include providing financial advice and services to individuals, corporations, high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
01/25/2023 - Present
Raymond James & Associates, Inc. (Carmel IN)
IN
01/02/2019 - 10/26/2021
THURSTON SPRINGER FINANCIAL (INDIANAPOLIS IN)
IN
02/22/2013 - 05/23/2018
KESTRA INVESTMENT SERVICES, LLC (Carmel IN)
IN
07/18/2008 - 01/17/2013
G & W EQUITY SALES, INC. (INDIANAPOLIS IN)
BC
Issued 09/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christina Minick is the right advisor for you? Invested Better is here to help.