Unclaimed
Christina Lauderdale is a financial advisor at Raymond James Financial Services Advisors, Inc. Christina has been in the financial services industry since 1999 and has a broad range of experience in the industry. Christina has a strong understanding of investment strategies and is committed to helping clients reach their financial goals. In addition to her current role at Raymond James Financial Services Advisors, Inc., Christina also owns Lauderdale Wealth Management, LLC, a company that provides support 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
NM
10/29/2021 - Present
Raymond James Financial Services Advisors, Inc. (Albuquerque NM)
NM
05/04/2009 - 11/12/2021
RBC CAPITAL MARKETS, LLC (ALBUQUERQUE NM)
NM
07/18/2007 - 05/13/2009
CITIGROUP GLOBAL MARKETS INC. (ALBUQUERQUE NM)
NM
02/23/2007 - 07/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
AZ
08/04/2006 - 11/20/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
02/08/2006 - 06/01/2006
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
TX
10/17/2005 - 12/02/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
12/07/1999 - 07/25/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 03/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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