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Cristina Carol Ekholm

Sunstreet Securities, LLC

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About Cristina Carol Ekholm

Cristina Ekholm is a financial advisor with Sunstreet Securities, LLC. Cristina has over 20 years of experience in the financial services industry. She is a registered representative with FINRA and holds the Series 7 and Series 63 securities licenses. Cristina has been active in the financial services industry since 1996. She is registered to sell securities in Minnesota. Cristina has worked for several firms during her career, including Farmers Financial Solutions, LLC and Sunamerica Securities, Inc. Cristina offers a variety of financial services, including financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Cristina Ekholm is currently registered with Sunstreet Securities, LLC. Sunstreet Securities, LLC is a Limited Liability Company formed in January 2006. Headquartered in [Main Office Address], the firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Sunstreet Securities, LLC is registered with the SEC and in 38 states.

$5.70M

Assets Under Management

51

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees from tpas

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Cristina Ekholm’s Registration & Firm History

AZ

07/17/2017 - Present

Sunstreet Securities, LLC (AVONDALE AZ)

MN

01/22/2001 - 07/12/2017

FARMERS FINANCIAL SOLUTIONS, LLC (W ST PAUL MN)

AZ

12/15/1994 - 01/26/1999

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 12/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cristina Carol Ekholm.
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