Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Marie Carr is a financial advisor with over 30 years of experience in the industry. Christina is currently registered with Osaic Wealth, Inc. and has a Series 7, Series 63, and Series 53 license. Christina has previously worked at a number of firms, including Signator Investors, Inc., Transamerica Financial Advisors, Inc, H.D. Vest Investment Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated, and Olde Discount Corporation. Christina provides a range of financial services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning.
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
MI
11/02/2018 - Present
Osaic Wealth, Inc. (GRAND LEDGE MI)
MI
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (GRAND LEDGE MI)
MI
01/23/2001 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (GRAND LEDGE MI)
TX
10/12/1998 - 12/31/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NY
12/01/1993 - 08/08/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/20/1992 - 09/25/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
01/21/1987 - 01/01/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 02/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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