Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine A. Zalonka is a financial advisor with over 20 years of experience in the industry. Christine is currently registered with Raymond James & Associates, Inc. and is active in the state of Nevada. Christine has previously worked with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Christine offers a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Christine is committed to providing her clients with personalized financial advice and guidance.
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.
Please see note in schedule d - miscellaneous
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
NV
07/17/2024 - Present
Raymond James & Associates, Inc. (Las Vegas NV)
NV
01/03/2011 - 06/09/2021
WELLS FARGO CLEARING SERVICES, LLC (HENDERSON NV)
NE
11/07/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (OMAHA NE)
MN
05/01/2000 - 11/30/2001
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
NJ
07/26/1999 - 04/07/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/21/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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