Unclaimed
Christina Greak is a financial advisor at Raymond James Financial Services Advisors, Inc. Christina has been in the financial services industry since November 1999. Christina is a registered representative in Pennsylvania. Christina has a Series 6, Series 7, Series 24 and Series 63 licenses. Christina specializes in providing financial advice to individuals, corporations, and other businesses. Christina also offers financial planning, investment management, and retirement planning services.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
04/24/2018 - Present
Raymond James Financial Services Advisors, Inc. (HUMMELS WHARF PA)
PA
10/07/2000 - 06/17/2015
M&T SECURITIES, INC. (SELINSGROVE PA)
PA
11/19/1999 - 10/07/2000
KEYSTONE BROKERAGE, LLC (WILLIAMSPORT PA)
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christina Greak is the right advisor for you? Invested Better is here to help.