Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Bennett-stina is a financial advisor with Merit Financial Advisors, based in Boca Raton, Florida. Christy has been in the financial industry since 1996 and has a strong track record of providing financial advice and portfolio management services to individuals, families, and businesses. Prior to joining Merit Financial Advisors, Christy has worked with a number of other financial institutions including Morgan Stanley, UBS Financial Services Inc., and Janney Montgomery Scott LLC. Christy is a Series 7, 63, 66, and 27 licensed professional.
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.
Consulting fees
1
2
FL
11/12/2024 - Present
Merit Financial Advisors (Boca Raton FL)
FL
04/12/2017 - 05/05/2022
MORGAN STANLEY (Boca Raton FL)
FL
06/19/2008 - 04/21/2017
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
11/08/2005 - 05/29/2008
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
06/21/2005 - 09/22/2005
DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)
FL
06/03/2005 - 06/23/2005
FORGE FINANCIAL GROUP, INC. (BOCA RATON FL)
PA
08/19/2004 - 05/12/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
06/11/2002 - 06/16/2003
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
06/28/1999 - 08/27/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
FL
12/13/1994 - 06/30/1999
NORTH AMERICAN INSTITUTIONAL BROKERS (FT. LAUDERDALE FL)
BOTH
Issued 03/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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