Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileAdvisors 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.
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AZ
11/02/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
05/27/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NY
05/27/2020 - 06/24/2024
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NE
05/27/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/20/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
12/20/2018 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/20/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TN
05/27/2020 - 11/23/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
WA
05/27/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
FL
05/27/2020 - 09/16/2020
INVESTACORP, INC. (MIAMI FL)
MA
04/05/2012 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/29/2014 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
IA
03/24/2011 - 03/28/2012
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
NH
06/13/2005 - 01/03/2011
LIBERTY LIFE SECURITIES LLC (DOVER NH)
NH
06/13/2005 - 02/21/2008
LIBERTY LIFE DISTRIBUTORS LLC (DOVER NH)
MA
06/09/2004 - 06/01/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/09/2004 - 06/01/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/09/2004 - 06/01/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
06/09/2004 - 06/01/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
05/12/2003 - 06/17/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 5/2/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/9/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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