Unclaimed
Christina Marie Adams is a financial advisor based in MERIDEN, CT. Christina is a registered representative with Osaic Institutions, Inc. and has over 18 years of experience in the financial industry. Christina specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations, and charitable organizations. Christina has a strong background in securities, having held positions at various firms including Park Avenue Securities LLC, MetLife Securities Inc., and Tower Square Securities, 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
CT
03/24/2011 - Present
Osaic Institutions, Inc. (MERIDEN CT)
CT
05/23/2008 - 04/06/2011
PARK AVENUE SECURITIES LLC (FARMINGTON CT)
CT
11/02/2006 - 03/14/2008
METLIFE SECURITIES INC. (HARTFORD CT)
CA
11/02/2006 - 03/14/2008
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
06/05/2006 - 03/14/2008
METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)
CT
11/02/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HARTFORD CT)
CA
04/16/2004 - 01/20/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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