Unclaimed
Cristina Waugh is a financial advisor with Cambridge Investment Research Advisors, Inc. Cristina is a registered representative with over two years of experience in the financial services industry. Cristina holds Series 7TO, SIE and Series 66 licenses. Cristina is also a licensed insurance agent. Cristina specializes in providing financial advice to individuals, families, and businesses. She is committed to providing her clients with the highest level of service and personalized financial planning. Cristina's clients benefit from her experience and expertise, as well as her commitment to their success.
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
OH
02/10/2022 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
BOTH
Issued 01/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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