Unclaimed
Christina Gartrell is a financial advisor with Raymond James & Associates, Inc. Christina has been in the financial industry since November 17, 2000. Christina holds the Series 7, Series 63 and Series 65 licenses. Christina has a long history of working with individuals and families, as well as corporations and other businesses. She is passionate about helping clients achieve their financial goals. Christina is committed to providing her clients with personalized financial advice and guidance.
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.
Please see note in schedule d - miscellaneous
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
TX
07/08/2015 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
TX
09/13/2012 - 10/08/2015
CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)
NJ
01/01/1991 - 01/12/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/20/1986 - 01/01/1991
ROTAN MOSLE INC.
IA
Issued 11/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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