Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Worley is a financial advisor who has been in the industry since 1997. She is a Certified Financial Planner, Personal Financial Specialist and Chartered Financial Analyst, who works at Castle Wealth Management. Christina provides financial planning, portfolio management for individuals and businesses, pension consulting, and other consulting services. Christina's firm, Castle Wealth Management, manages over $350 million in assets and serves a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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2
FL
02/01/2021 - Present
Castle Wealth Management (WEST PALM BEACH FL)
BC
Issued 10/14/1993
Series 2 - Non-Member General Securities Examination
Active
Inactive
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