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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Talbot is a financial advisor with Destination Wealth Management in Walnut Creek, CA. Christina has been in the industry since 2006 and is a Certified Financial Planner. Christina has Series 6, 7, 63 and 65 securities licenses and is currently registered to provide investment advice in California and Texas. Christina works with a variety of clients, including individuals, families, businesses, and retirement plans. Christina's expertise includes financial planning, portfolio management, and retirement planning. Christina's previous employers include RBC Capital Markets, LLC, Morgan Stanley, and Citigroup Global Markets 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.
Guidance on pension options to ensure a secure financial future.
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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CA
08/10/2017 - Present
Destination Wealth Management (WALNUT CREEK CA)
CA
05/02/2013 - 09/03/2014
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
CA
08/09/2012 - 05/01/2013
MORGAN STANLEY (SAN JOSE CA)
CA
05/29/2007 - 09/11/2007
CITIGROUP GLOBAL MARKETS INC. (SAN JOSE CA)
CA
10/11/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN JOSE CA)
BC
Issued 08/31/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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