Unclaimed
Christina Richardson is a financial advisor registered with Truist Advisory Services, Inc. She has been in the industry since August 3, 2001. Christina's areas of expertise include retirement planning, investment management, and financial planning for individuals and businesses. She works with clients of all ages and stages of life to help them achieve their financial goals. Christina is committed to providing her clients with personalized service and a comprehensive understanding of their financial situation.
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
GA
09/21/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MI
02/27/2002 - 04/15/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MO
10/01/2000 - 10/17/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/03/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 07/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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