Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Trudeau is a financial advisor in Cedar Park, TX with over 20 years of experience in the financial services industry. Christy Trudeau is registered with Kestra Advisory Services, LLC and has a Series 7, Series 63, Series 66 and Series 24. Christy Trudeau is also registered with the state of Texas. Christy Trudeau has experience working with high-net-worth individuals, corporations, and charitable organizations. Christy Trudeau specializes in portfolio management, financial planning, and pension consulting.
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.
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.
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2
TX
04/22/2016 - Present
Kestra Advisory Services, LLC (Cedar Park TX)
TX
07/11/2014 - 12/23/2015
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
12/08/2010 - 06/12/2014
NFP SECURITIES, INC. (AUSTIN TX)
NA
10/23/2009 - 10/19/2010
QUESTRADE USA INC. (TORONTO, ONTARIO )
TX
01/14/2008 - 01/18/2008
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
03/30/2000 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
RI
09/22/1999 - 03/10/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 04/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 3 - National Commodity Futures Examination
BC
Issued 02/16/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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