Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Rosenstiel is a financial advisor at Cadaret, Grant & Co., Inc. based in Glendale, Arizona. Christina has been in the financial industry since 1990 and has worked for a number of firms including Woodbury Financial Services, Inc. and National Planning Corporation. Christina has a Series 6 and Series 63 license as well as the SIE exam. Christina specializes in providing a wide range of services including financial planning, pension consulting, educational seminars and portfolio management for both individuals and businesses.
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.
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.
1
2
AZ
12/11/2023 - Present
Cadaret, Grant & CO., Inc. (Glendale AZ)
AZ
10/13/2017 - 12/13/2023
WOODBURY FINANCIAL SERVICES, INC. (GLENDALE AZ)
AZ
01/22/2009 - 10/13/2017
NATIONAL PLANNING CORPORATION (GLENDALE AZ)
AZ
10/31/2005 - 01/23/2009
SAGEPOINT FINANCIAL, INC. (GLENDALE AZ)
AZ
11/06/1996 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
01/22/1992 - 11/06/1996
PFS INVESTMENTS INC. (DULUTH GA)
NA
01/27/1986 - 01/30/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 01/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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