Unclaimed
Christina Henderson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 15 years of experience in the industry. Prior to joining Merrill Lynch, Christina held positions at Morgan Stanley Smith Barney and Citigroup Global Markets Inc., where she gained valuable experience in financial services. Christina specializes in helping clients meet their financial goals by providing personalized financial planning and investment advice. Christina holds Series 7, 31 and 66 securities licenses as well as the SIE. Christina is registered to provide investment advisory services in California and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/03/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
CA
06/01/2009 - 11/12/2010
MORGAN STANLEY SMITH BARNEY (NEWPORT BEACH CA)
CA
08/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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