Unclaimed
Christina Moungey is a financial advisor with over 20 years of experience in the industry. Christina is currently registered with J.p. Morgan Securities LLC. Prior to this, Christina worked at J.P. MORGAN SECURITIES INC. and BANC ONE CAPITAL MARKETS, INC. Christina is registered in 53 states and holds the Series 7, Series 24, Series 63, Series 79TO, and SIE licenses. Christina specializes in investment banking, financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
10/01/2008 - Present
J.p. Morgan Securities LLC (INDIANAPOLIS IN)
IL
08/02/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
02/07/2002 - 08/02/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
11/14/2001 - 12/13/2001
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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