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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Pascoe is a financial advisor with Cetera Investment Advisers LLC in BALTIMORE, MD. Christina has been in the financial industry since March 2009, and her experience includes time with WELLS FARGO CLEARING SERVICES, LLC and UVEST FINANCIAL SERVICES GROUP, INC. She is registered with FINRA and holds Series 6, 7, 63 and 66 licenses. She provides a variety of financial planning and advisory services to a range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. Christina Pascoe is dedicated to providing personalized financial advice and working with clients to achieve their financial goals.
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.
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2
MD
02/28/2024 - Present
Cetera Investment Advisers LLC (BALTIMORE MD)
MD
07/23/2008 - 06/01/2022
WELLS FARGO CLEARING SERVICES, LLC (BEL AIR MD)
NC
06/04/2007 - 07/11/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 5/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/8/2013
Series 7 - General Securities Representative Examination
BC
Issued 6/1/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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