Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Wolfe is a financial advisor registered with Osaic Wealth, Inc. Christina has been in the financial services industry since July 5, 2002. Christina holds a Series 7, 24, 66, and SIE securities licenses and has registrations in Florida, New Jersey and New York. Christina previously worked for Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wachovia Securities, LLC. Christina has experience in providing financial planning, portfolio management and pension consulting services to 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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (AMHERST NY)
NY
04/07/2010 - 06/14/2024
SECURITIES AMERICA, INC. (AMHERST NY)
NY
10/21/2008 - 03/11/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSVILLE NY)
NY
01/01/2008 - 09/03/2008
WACHOVIA SECURITIES, LLC (WILLIAMSVILLE NY)
NY
04/24/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WILLIAMSVILLE NY)
BOTH
Issued 10/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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