Unclaimed
Christina Marie Ward is an Investment Advisor Representative associated with Raymond James & Associates, Inc. and has been active in the industry since October 22, 2018. Christina has professional experience working with both individuals and businesses. Her experience includes portfolio management for individuals, businesses and financial planning. She has a Series 7, SIE and Series 66 license. Christina is currently registered in California, Colorado, Florida, Illinois, Louisiana, New Mexico, New York, North Carolina and Washington. Christina also serves as a Director at Work for America, Inc., a non-profit organization that aims to create employment opportunities for adults with intellectual/developmental disabilities.
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.
Please see note in schedule d - miscellaneous
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
FL
11/29/2018 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
BOTH
Issued 11/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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