Unclaimed
Christina Clemons is a financial advisor with over 10 years of experience in the industry. Christina has worked for several firms including SAGEPOINT FINANCIAL, INC., FIDELITY BROKERAGE SERVICES LLC, and MORGAN STANLEY SMITH BARNEY. Christina is currently registered with Missionsquare Retirement in Washington, DC. Christina holds the Series 66, SIE, and Series 7 licenses. Christina is active in both the broker-dealer and investment advisor industries.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DC
03/23/2016 - Present
Missionsquare Retirement (WASHINGTON DC)
MN
11/06/2015 - 02/26/2016
SAGEPOINT FINANCIAL, INC. (MINNETONKA MN)
MN
11/14/2011 - 06/22/2015
FIDELITY BROKERAGE SERVICES LLC (OAKDALE MN)
MN
03/09/2010 - 09/02/2011
MORGAN STANLEY SMITH BARNEY (BLOOMINGTON MN)
BOTH
Issued 05/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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