Unclaimed
Christina Ann Charbonneau is a financial advisor with Valic Financial Advisors, Inc. Christina has been working in the financial services industry since 1993. Christina is registered with the Securities and Exchange Commission and FINRA. Christina is licensed to provide investment advice in 51 states and the District of Columbia. Christina offers a range of financial services, including financial planning, portfolio management, and selection of other advisors. Christina is committed to helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
01/12/2023 - Present
Valic Financial Advisors, Inc. (JACKSONVILLE FL)
GA
06/11/1999 - 07/11/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (ATLANTA GA)
IN
06/11/1999 - 06/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
02/24/1999 - 05/21/1999
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
TX
07/01/1997 - 05/21/1999
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
CO
05/20/1996 - 07/23/1997
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
KS
04/15/1993 - 05/11/1996
IVY MACKENZIE DISTRIBUTORS, INC. (OVERLAND PARK KS)
BOTH
Issued 08/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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