Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Campbell is a financial advisor in Irvine, California. Cristina has been a financial advisor for over 12 years. Cristina is a Certified Financial Planner (CFP®) and holds Series 66, Series 7, and SIE licenses. Cristina is currently affiliated with Empirical Wealth Management. Cristina specializes in providing financial planning, portfolio management, and insurance planning services. Cristina has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
Tax preparation and insurance services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/26/2021 - Present
Empirical Wealth Management (Irvine CA)
CA
06/01/2020 - 01/20/2021
LPL FINANCIAL LLC (IRVINE CA)
CA
03/24/2017 - 06/02/2020
FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)
CA
02/06/2015 - 03/06/2017
NGAM DISTRIBUTION, L.P. (San Francisco CA)
CA
12/22/2008 - 02/03/2015
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BOTH
Issued 08/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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