Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Brieanna Mason Leis is an Investment Advisor Representative associated with Authentikos Wealth Advisory LLC, which provides investment advisory services in Morgan Hill, California. Christine is also an agent for Authentikos Financial and Insurance Services, LLC, selling commissionable insurance products and services. Christine is registered in California and has been in the industry since October 2013. She holds the Series 65 license and has a background in financial planning, portfolio management, and selection of other advisors.
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.
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.
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CA
08/23/2018 - Present
Authentikos Wealth Advisory LLC (CAMPBELL CA)
IA
Issued 06/29/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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