Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Wilson is a financial professional with over 20 years of experience in the financial services industry. Christina has been registered as a financial advisor since 1998 and holds Series 6, 7, 63, and 65 licenses. Christina is currently employed by First Citizens Investor Services, Inc. and has been with the firm since November 2024. Christina has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Pruco Securities, LLC, and Citigroup Global Markets Inc. Christina specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/15/2025 - Present
First Citizens Investor Services, Inc. (Ft Lauderdale FL)
NY
08/30/2010 - 10/18/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
FL
09/29/2006 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
FL
05/19/2004 - 09/12/2006
PRUCO SECURITIES, LLC. (CORAL GABLES FL)
NY
02/12/2002 - 05/21/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
09/09/1998 - 02/05/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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