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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 McDonald is a financial advisor with Ameriprise Financial Services, LLC. She has over 6 years of experience in the financial services industry. Christina has a Series 7, Series 66, Series 24 and SIE licenses and has been registered with FINRA and the state of Connecticut. Christina previously worked for COMMONWEALTH FINANCIAL NETWORK and VOYA FINANCIAL ADVISORS, INC. Ameriprise Financial Services, LLC is a registered investment advisor with approximately $479.8 billion in assets under management. The firm provides a variety of financial planning and investment management services to individual and institutional clients.
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.
Asset allocation services
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
CT
06/07/2023 - Present
Ameriprise Financial Services, LLC (Glastonbury CT)
CT
08/04/2017 - 06/01/2020
COMMONWEALTH FINANCIAL NETWORK (Cromwell CT)
CT
01/30/2017 - 08/09/2017
VOYA FINANCIAL ADVISORS, INC. (CROMWELL CT)
BOTH
Issued 03/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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