Unclaimed
Christina Marie diloreto King is a financial advisor currently associated with The Ameriflex Group in St. Petersburg, Florida. Christina has been working in the financial services industry since November 2018. Christina's experience includes previous roles at OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., and RAYMOND JAMES & ASSOCIATES, INC. Christina holds FINRA Series 7, 24, and 66 licenses. Christina also has a Florida Investment Advisor Representative license. Christina offers financial planning services to individuals, as well as pension consulting, educational seminars, and selection of other advisors.
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.
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
FL
04/26/2024 - Present
THE Ameriflex Group (St Petersburg FL)
AZ
09/01/2023 - 01/26/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
AZ
04/22/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
FL
11/20/2018 - 04/29/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 11/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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