Unclaimed
Christina McLaughlin is a Registered Representative and Investment Advisor Representative at Synovus Securities, Inc. Christina has been in the financial industry since 2007 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Christina is dedicated to helping her clients achieve their financial goals and has a deep understanding of the investment market. She holds several industry certifications, including the Series 7, Series 63, and Series 65 licenses. Christina specializes in providing financial planning, portfolio management, and other investment services to a wide range of clients.
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.
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.
Tax related services, administrative services
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
06/20/2024 - Present
Synovus Securities, Inc. (PORT CHARLOTTE FL)
IA
Issued 05/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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