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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Marquez is a financial advisor associated with Ameriprise Financial Services, LLC. Cristina is located in Peoria, Arizona and has been working in the financial industry since 2009. Cristina works with clients of all ages and helps them plan for retirement, save for college, and manage their investments. She is also a certified financial planner, which means she has the knowledge and experience to help clients with their financial goals. Cristina has experience with Lincoln Financial Advisors Corporation and Oppenheimer & Co. Inc.. Cristina is a Series 7, Series 66 and SIE licensed advisor.
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.
Asset allocation 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.
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2
AZ
07/14/2020 - Present
Ameriprise Financial Services, LLC (Peoria AZ)
CA
09/18/2013 - 06/21/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (EL SEGUNDO CA)
CA
09/23/2010 - 03/15/2013
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
07/02/2009 - 06/23/2010
CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)
BOTH
Issued 09/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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