Unclaimed
Cristine Joan Furey is a financial advisor at Osaic Institutions, Inc. Cristine has been working in the financial industry since February 2004. Cristine is registered with FINRA and is licensed in Kentucky, Tennessee and Texas. Cristine is a Registered Representative and Investment Advisor Representative. Cristine offers a variety of financial services including financial planning, portfolio management, selection of other advisors and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
TN
02/15/2024 - Present
Osaic Institutions, Inc. (Clarksville TN)
KY
05/16/2018 - 12/14/2018
CUSO FINANCIAL SERVICES, L.P. (Hopkinsville KY)
PA
10/18/2011 - 05/07/2018
INFINEX INVESTMENTS, INC. (SANDY LAKE PA)
PA
08/07/2007 - 10/20/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SANDY LAKE PA)
MA
07/06/2000 - 12/31/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 05/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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