Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Bater is a financial advisor with Corient, a firm with headquarters in Miami, Florida. Christina has been in the financial industry since 1993 and has a Series 6 and Series 65 license. Her certifications include Certified Financial Planner, and her specializations include providing financial advice to individuals, corporations, charitable organizations, and pooled investment vehicles. Christina has a strong record of providing sound financial advice to her clients. She is committed to helping her clients achieve their financial goals, and she has a proven track record of success.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
PA
01/03/2025 - Present
Corient (JULIAN PA)
NA
01/18/1993 - 02/12/1993
PRUCO SECURITIES CORPORATION
IA
Issued 09/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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