Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Destefanis is a financial advisor who has been working in the industry since 2013. Cristina is currently registered with Cambridge Investment Research Advisors, Inc. and has previously worked with Cantella & Co., Inc. and John Hancock Funds, LLC. Cristina holds multiple licenses including Series 6, 7, 24, 63, and 65. Cristina is committed to providing comprehensive financial planning and investment management services to her 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.
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.
Solicitation fees from 3rd party money managers
1
2
MA
12/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Hingham MA)
MA
11/13/2014 - 12/09/2022
CANTELLA & CO., INC. (HINGHAM MA)
MA
07/22/2013 - 11/14/2014
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
IA
Issued 12/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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