Unclaimed
Christina Winters is an investment advisor representative with Lincoln Investment, with over 38 years of experience in the industry. Christina holds FINRA Series 6, 7, 8, 9, 10, 24, 63, and 65 licenses. Christina is registered with Lincoln Investment and Capital Analysts and serves clients in states including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Missouri, Nebraska, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Washington, and Wyoming.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/09/1997 - Present
Lincoln Investment (Fort Washington PA)
TX
07/24/1995 - 12/31/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
AZ
01/13/1992 - 06/01/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
01/13/1992 - 02/03/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
10/05/1990 - 12/31/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IN
01/13/1992 - 11/25/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
05/09/1983 - 03/07/1990
UR FINANCIAL, INC.
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 11/26/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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