Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Covalesky is an Investment Advisor Representative registered with Lnw, located in San Francisco, California. Christina specializes in financial planning, portfolio management, and educational seminars for individuals, pooled investment vehicles, and charitable organizations. Christina has been working in the financial industry since February 2002 and has earned the Certified Financial Planner designation.
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.
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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CA
03/24/2003 - Present
LNW (SAN FRANCISCO CA)
IA
Issued 03/21/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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