Unclaimed
Christina Zyla is a financial advisor with Osaic Wealth, Inc., a firm that manages over $94 billion in assets. Christina has been in the industry for over 15 years and is licensed to provide financial advice in Maryland. She has a strong track record of providing comprehensive financial planning services to individuals, families, and businesses. Christina holds the Series 7 and Series 66 licenses and is committed to providing her clients with personalized financial advice that meets their unique needs. She previously worked at Securities America, Inc. and H. Beck, Inc. Christina's focus is on helping clients achieve their financial goals, whether it's saving for retirement, planning for college, or managing their investments.
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.
1
2
MD
06/14/2024 - Present
Osaic Wealth, Inc. (DAMASCUS MD)
MD
05/15/2015 - 06/14/2024
SECURITIES AMERICA, INC. (DAMASCUS MD)
MD
04/26/2011 - 05/15/2015
H. BECK, INC. (DAMASCUS MD)
MD
12/10/2008 - 06/09/2011
LPL FINANCIAL LLC (CLARKSVILLE MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christina Zyla is the right advisor for you? Invested Better is here to help.