Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Stephenson is a financial advisor with over 10 years of experience in the industry. Christina is currently registered with Fidelity Personal And Workplace Advisors. Previously, Christina was registered with Nationwide Investment Services Corporation, Pruco Securities, LLC., MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Christina holds FINRA Series 7, 66 and SIE licenses. Christina is also a Certified Financial Planner. Christina has experience working with a variety of clients including high-net-worth individuals, corporations, and pension plans.
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.
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.
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2
IN
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (INDIANAPOLIS IN)
KY
10/06/2017 - 06/20/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (FRANKFORT KY)
OH
06/17/2016 - 10/04/2017
PRUCO SECURITIES, LLC. (CINCINNATI OH)
KY
06/16/2015 - 05/19/2016
MML INVESTORS SERVICES, LLC (LEXINGTON KY)
KY
11/04/2013 - 03/20/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEXINGTON KY)
BOTH
Issued 12/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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