Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Elizabeth Todd is a financial advisor with Cary Street Partners, a firm based in Richmond, Virginia. Christina has been in the industry since 2012, and holds Series 7 and 66 licenses as well as the SIE. Christina is also a Certified Financial Planner and has a strong focus on serving high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, 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.
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.
Revenue sharing with certain third parties
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2
VA
08/11/2017 - Present
Cary Street Partners (Glen Allen VA)
VA
08/19/2013 - 08/15/2017
MORGAN STANLEY (RICHMOND VA)
VA
10/12/2012 - 08/09/2013
BB&T SECURITIES, LLC (RICHMOND VA)
VA
08/31/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
BOTH
Issued 11/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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