Unclaimed
Christina Maloney is a financial advisor with over 25 years of experience in the industry. Christina is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2008. Before that, Christina was a registered representative with A. G. Edwards & Sons, Inc. Christina specializes in providing investment advice to individuals and businesses. Christina is also a licensed securities agent and has passed the Series 7, Series 63, and SIE exams. Christina is a member of the Financial Industry Regulatory Authority (FINRA) and is registered to provide investment advice in Illinois and Missouri.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
08/16/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 09/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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