Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Lomeli is an investment advisor representative with Oppenheimer & Co. Inc., with a focus on financial planning, portfolio management, and pension consulting services for individuals, businesses, and pooled investment vehicles. Christina has been a registered representative since 2005 and has worked at Oppenheimer & Co. Inc. since 2009. Previously, Christina worked at Deutsche Bank Securities Inc. in Miami, Florida. Christina has been in the securities industry since March 4, 2006.
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
FL
07/11/2018 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
02/01/2006 - 12/31/2008
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
IA
Issued 7/8/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/5/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
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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