Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Jurado-smith is a registered representative with Wells Fargo Clearing Services, LLC. Cristina has been in the financial industry since 1999. Cristina is also a registered investment advisor representative. Cristina has passed the Series 63, Series 65 and Series 7 exams and holds licenses in several states including California, Texas and others. Cristina was previously employed at WELLS FARGO INVESTMENTS, LLC, Lehman Brothers Inc. and Lehman Government Securities Inc. Cristina provides investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. Cristina specializes in the areas of Fixed Income, Equities, Alternative Investments, Mutual Funds, and Annuities.
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.
Investment consulting services to institutional clients
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
CA
11/16/2016 - Present
Wells Fargo Clearing Services, LLC (EL DORADO HILLS CA)
CA
05/09/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (EL DORADO HILLS CA)
NY
12/04/2000 - 07/13/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/15/1992 - 05/09/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/15/1992 - 05/09/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
10/15/1992 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
IA
Issued 10/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Cristina Jurado-smith is the right advisor for you? Invested Better is here to help.
