Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Morelli is a financial advisor with Plante Moran Financial Advisors, a firm located in Southfield, Michigan. She has been working in the financial services industry since August 2018. Christina is a Chartered Financial Analyst (CFA) and holds a Series 65 license. Christina specializes in helping individuals, families, and businesses with financial planning and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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MI
06/04/2024 - Present
Plante Moran Financial Advisors (SOUTHFIELD MI)
Active
Inactive
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