Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Gayle Cicon is a financial advisor with over 20 years of experience in the industry. Christina currently works at Osaic FA, Inc. Christina is licensed in both Maryland and Virginia. Christina holds several industry licenses, including the Series 6, 7, 24, 26, 52TO, 53, and 63 exams. Christina specializes in providing financial planning, retirement planning, and portfolio management services to individuals and businesses. Christina has previously worked at M. S. HOWELLS & CO., WELLS FARGO CLEARING SERVICES, LLC, QUEST CAPITAL STRATEGIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, H. BECK, INC., MERCANTILE INVESTMENT SERVICES, INC., MERCANTILE BROKERAGE SERVICES, INC., and MERCANTILE SECURITIES, INC.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
MD
05/05/2023 - Present
Osaic FA, Inc. (TOWSON MD)
MT
04/28/2022 - 05/04/2023
M. S. HOWELLS & CO. (HELENA MT)
MT
06/28/2017 - 11/11/2021
WELLS FARGO CLEARING SERVICES, LLC (HELENA MT)
CA
09/19/2016 - 01/06/2017
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
04/24/2013 - 12/08/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (EL SEGUNDO CA)
CA
08/23/2005 - 04/30/2013
H. BECK, INC. (LONG BEACH CA)
ME
06/10/2004 - 05/23/2005
MERCANTILE INVESTMENT SERVICES, INC. (PORTLAND ME)
MD
12/10/2004 - 05/20/2005
MERCANTILE BROKERAGE SERVICES, INC. (BALTIMORE MD)
MD
07/09/2001 - 12/10/2004
MERCANTILE SECURITIES, INC. (BALTIMORE MD)
BC
Issued 07/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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