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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 Leigh Simpson is a financial advisor with Oppenheimer & Co. Inc. She is registered with the state of Texas and North Carolina. Christina Leigh Simpson has been working in the financial industry since 2007. She has a variety of experience with different financial products and services, including portfolio management, financial planning, and pension consulting. Christina Leigh Simpson works with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Christina Leigh Simpson holds the Series 66, Series 7, Series 9, Series 10, SIE and 99TO licenses. She is also a registered representative with Oppenheimer & Co. Inc. Christina Leigh Simpson has been with Oppenheimer & Co. Inc. since 2012. Prior to that, she was a financial advisor with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
09/15/2016 - Present
Oppenheimer & Co. Inc. (ASHEVILLE NC)
NC
01/01/2008 - 05/07/2012
WELLS FARGO ADVISORS, LLC (ASHEVILLE NC)
NC
01/18/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ASHEVILLE NC)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/31/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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