Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina O'donnell is a financial advisor at Steward Partners Investment Advisory, LLC. Christina has been in the financial industry since July 6, 2001. Christina has a wide range of experience in the industry, having worked for several prominent firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC and Prudential Securities Incorporated. Christina is registered to provide investment advice in 27 states and has a Series 7, Series 66 and SIE license. Christina specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NY
03/21/2019 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NH
03/21/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
11/24/2014 - 03/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH NH)
VA
02/24/2011 - 06/16/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSBURG VA)
NH
09/30/2004 - 10/26/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH NH)
MO
07/01/2003 - 10/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/08/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
07/06/2000 - 10/13/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/06/2000 - 10/13/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 1/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/5/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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