Unclaimed
Christina Lipari is an investment advisor representative with Empower Advisory Group, LLC, and has been in the industry since 2006. Christina has a wide range of experience in the financial services industry and holds several licenses, including Series 6, 7, 63, and 66. She has held prior positions at J.P. Morgan Securities LLC, PNC Investments, and Wells Fargo Advisors, LLC. Christina is committed to providing her clients with personalized financial advice and services that meet their individual needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
AZ
06/24/2024 - Present
Empower Advisory Group, LLC (Gold Canyon AZ)
AZ
02/16/2022 - 06/05/2024
PNC INVESTMENTS (GILBERT AZ)
AZ
12/16/2013 - 02/24/2022
J.P. MORGAN SECURITIES LLC (Tempe AZ)
AZ
08/01/2012 - 12/16/2013
WELLS FARGO ADVISORS, LLC (SUN CITY WEST AZ)
AZ
11/02/2009 - 08/06/2012
CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)
AZ
01/02/2009 - 09/09/2009
AMERICAN FAMILY SECURITIES, LLC (SURPRISE AZ)
AZ
09/19/2006 - 10/13/2008
WELLS FARGO INVESTMENTS, LLC (SUN CITY AZ)
IL
11/17/2004 - 04/25/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
04/05/2004 - 11/03/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 08/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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