Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Delsol is a financial advisor registered with TD Private Client Wealth LLC in Massachusetts. Cristina has been active in the financial industry since 1997 and has worked for a number of financial firms including Fidelity Investments LLC and NYLIFE Securities LLC. Cristina offers a range of financial services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Cristina has a combined total of 26 years of experience working with a variety of clients.
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.
A percentage of the total value of assets under management is charged.
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2
MA
02/07/2024 - Present
TD Private Client Wealth LLC (Revere MA)
MA
09/23/2022 - 09/26/2023
FIDELITY BROKERAGE SERVICES LLC (BURLINGTON MA)
MA
10/05/2018 - 08/15/2022
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
10/30/1995 - 08/03/2017
ACF INTERNATIONAL INC. (BOSTON MA)
BOTH
Issued 12/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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