Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Garcia is a financial advisor with LPL Financial LLC, a national firm with over 168,000 clients. Christina has been in the financial industry since 2005, working at several prominent firms including Wells Fargo Clearing Services, LLC, Oppenheimer & Co. Inc. and Raymond James & Associates, Inc. Christina is licensed to provide financial advice in Florida and South Carolina and holds several industry certifications including Series 7, 63, 9 and 10. Christina specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses.
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.
1
2
SC
09/03/2021 - Present
LPL Financial LLC (FORT MILL SC)
FL
01/04/2017 - 08/25/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL SPRINGS FL)
FL
08/31/2010 - 12/16/2015
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
TX
08/26/2005 - 08/31/2010
RAYMOND JAMES & ASSOCIATES, INC. (AUSTIN TX)
NJ
06/20/2005 - 08/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 12/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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