Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Latham is a financial advisor with Janney Montgomery Scott LLC. She has been in the financial industry since 2015. Christina is a licensed Series 7 and Series 63 Registered Representative, and she also holds the SIE designation. She is registered in South Carolina. Christina specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Previously Christina worked at RAYMOND JAMES & ASSOCIATES, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fee plus commission
1
2
SC
09/03/2019 - Present
Janney Montgomery Scott LLC (Greenville SC)
SC
05/05/2015 - 09/13/2019
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
BC
Issued 08/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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