Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Terzi is a financial professional with J.P. Morgan Securities LLC, a well-established firm with a presence in New York and beyond. Cristina has held a Series 63, Series 6TO, and SIE licenses since 2021. She is registered in Connecticut, New Jersey, New York, and North Carolina. The advisor has experience in a range of financial areas including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/04/2021 - Present
J.p. Morgan Securities LLC (NORTHPORT NY)
BC
Issued 01/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Cristina Terzi is the right advisor for you? Invested Better is here to help.
