Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Filosi is an Investment Advisor Representative with Cary Street Partners. Christina has over 20 years of experience in the financial services industry, previously working with Morgan Stanley. Christina's focus is on providing financial planning and portfolio management for individuals, families, and businesses. She holds the Series 7TO, Series 66, and SIE licenses and has extensive experience in managing investment portfolios, retirement planning, and estate planning. Christina is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Revenue sharing with certain third parties
1
2
FL
09/04/2024 - Present
Cary Street Partners (Tampa FL)
FL
09/25/2023 - 08/20/2024
MORGAN STANLEY (Tampa FL)
BOTH
Issued 11/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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