Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina McCaughey is a financial advisor with Ameriprise Financial Services, LLC, working out of the New York, NY branch office. Christina has been in the financial services industry since 2008. She has a wide range of experience and holds a Series 3, Series 7, Series 63, and Series 66 license. Christina offers a variety of advisory services including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation services
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
NY
09/21/2018 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
07/21/2015 - 10/02/2018
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/19/2013 - 12/08/2014
STATE STREET GLOBAL MARKETS, LLC (NEW YORK NY)
NY
06/25/2007 - 11/11/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
07/12/2005 - 07/06/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 03/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2005
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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