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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 Bresnan is a financial advisor with over 20 years of experience in the industry. Christina is a Chartered Financial Analyst and holds Series 6, 62 and 65 licenses. Christina works with individual clients and charitable organizations providing financial planning and portfolio management services. She is registered with Trumbower Financial Advisors LLC.
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.
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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MD
01/11/2006 - Present
Trumbower Financial Advisors LLC (BETHESDA MD)
MD
04/15/1998 - 12/31/2003
H. BECK, INC. (ROCKVILLE MD)
IA
Issued 01/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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