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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Shaffer is a financial advisor with Allgen Financial Advisors, Inc. Christina has been in the industry for over 8 years and has experience providing financial planning and portfolio management services for both individuals and businesses. Christina has also worked for Charles Schwab & Co., Inc. in the past. Christina holds the Series 7TO, Series 63, and Series 65 licenses. Christina is also a Chartered Financial Analyst.
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.
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FL
01/01/2025 - Present
Allgen Financial Advisors, Inc. (ORLANDO FL)
NY
12/05/2019 - 06/27/2022
CHARLES SCHWAB & CO., INC. (New York City NY)
BC
Issued 08/03/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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