Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Zins is a financial advisor with over 7 years of experience in the financial services industry. Christina holds the Series 7, Series 66, and Series 24 licenses, as well as the SIE exam designation. She is also a Certified Financial Planner. Christina works with individuals and families to develop and implement personalized financial plans. She has experience in a variety of areas, including investment management, retirement planning, and estate planning. Christina is currently registered with LPL Financial LLC and Summit Wealth Management Group, Inc., both of which are located in Camarillo, CA.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/07/2024 - Present
LPL Financial LLC (CAMARILLO CA)
BOTH
Issued 12/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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