Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Perez is a financial advisor who specializes in helping individuals and families with their financial planning needs. Cristina has been in the financial services industry since 2018 and has a diverse background, including experience with both traditional and digital investment platforms. She is a Certified Financial Planner and holds the Series 63, Series 66 and Series 7 licenses. Cristina is currently working with Nectarine, a financial advisory firm based in San Diego. She is passionate about providing personalized financial advice and helping her clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
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2
AZ
04/19/2024 - Present
Nectarine (Phoenix AZ)
AZ
03/01/2021 - 04/13/2022
FIDELITY BROKERAGE SERVICES LLC (PHOENIX AZ)
AZ
10/12/2018 - 02/04/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 11/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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