Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Creech is a financial advisor at Robert W. Baird & Co. Inc. in Raleigh, North Carolina. Christina has been in the industry since September 2008 and is registered with FINRA and the state of North Carolina. Christina has passed the Series 7, Series 66, SIE, and Series 99TO exams. Christina has also held previous roles at Prospera Financial Services, Inc. and AXA Advisors, LLC. Christina is a licensed advisor in 27 states. Christina's firm is a large firm with more than $1 billion in assets under management. The firm provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NC
08/27/2018 - Present
Robert W. Baird & Co. Inc. (RALEIGH NC)
NC
09/05/2017 - 08/28/2018
PROSPERA FINANCIAL SERVICES, INC. (RALEIGH NC)
NC
07/15/2008 - 06/19/2017
AXA ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 08/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christina Creech is the right advisor for you? Invested Better is here to help.
