Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Hoffman is a financial advisor with Fidelity Personal and Workplace Advisors. Cristina has been in the financial services industry since 2006 and has a Series 7, Series 26 and Series 66 license. Cristina also holds licenses in 51 states. Cristina's previous employers include GWFS Equities, Inc. and Northwestern Mutual Investment Services, LLC. Cristina is a board member for the Greenfield Homeowner's Association.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CENTENNIAL CO)
CO
08/09/2007 - 08/05/2014
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
05/25/2006 - 02/07/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLORADO SPRINGS CO)
BOTH
Issued 04/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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