Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Vollmann is an investment advisor representative at Sanctuary Advisors, LLC in Short Hills, NJ. She is a licensed securities professional with over 17 years of experience in the financial services industry. Christina is registered with the Financial Industry Regulatory Authority (FINRA) and has been a registered representative with the Securities and Exchange Commission (SEC) since 2006. She is also a registered investment advisor in NJ and TX. Christina has experience in financial planning, portfolio management, and other investment advisory services. She focuses on working with individuals and businesses. Previously, Christina held roles at MORGAN STANLEY and CITIGROUP GLOBAL MARKETS 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.
A percentage of the total value of assets under management is charged.
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2
NJ
05/12/2023 - Present
Sanctuary Advisors, LLC (SHORT HILLS NJ)
NJ
06/01/2009 - 06/06/2023
MORGAN STANLEY (Short Hills NJ)
NJ
07/26/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
NJ
03/15/2006 - 07/21/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTFIELD NJ)
BOTH
Issued 12/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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