Unclaimed
Christina Marie Krug is a financial advisor with Raymond James Financial Services Advisors, Inc. Christina has been in the industry since 2014 and is licensed in 30 states and two territories. She holds a Series 7, Series 9, Series 10, Series 63, Series 65 and SIE licenses. Christina's previous experience includes working with Wells Fargo Clearing Services, LLC. She is a part-time Zumba instructor in addition to her work with Raymond James. Christina specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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
CA
04/23/2021 - Present
Raymond James Financial Services Advisors, Inc. (Sacramento CA)
CA
01/15/2014 - 04/05/2021
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
IA
Issued 03/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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