Unclaimed
Christina Oettinger is a financial advisor with over 12 years of experience in the financial services industry. Christina is currently registered with Raymond James Financial Services Advisors, Inc. and has been with them since 2021. Before joining Raymond James Financial Services Advisors, Inc., Christina was with Robert W. Baird & Co. Incorporated. Christina has a wide range of experience and holds Series 7, Series 66, and SIE licenses. Christina provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutional clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
10/11/2021 - Present
Raymond James Financial Services Advisors, Inc. (Green Bay WI)
WI
11/03/2009 - 01/04/2012
ROBERT W. BAIRD & CO. INCORPORATED (GREEN BAY WI)
BOTH
Issued 10/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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