Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristl? Claim Your ProfileCristl B Walker is a financial advisor with over 10 years of experience in the financial services industry. Cristl has been registered with the Securities and Exchange Commission since 2012 and holds the Series 6, 7, 9, 10, 63, 66, and SIE licenses. Cristl previously worked at Merrill Lynch, Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, and Securities America, Inc. before joining Osaic Wealth, Inc. in 2024. Cristl offers a variety of financial services, including financial planning, portfolio management, pension consulting, 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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
03/02/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
SC
08/09/2021 - 02/07/2022
FIDELITY BROKERAGE SERVICES LLC (HILTON HEAD ISLAND SC)
IL
04/15/2019 - 05/26/2021
CHARLES SCHWAB & CO., INC. (Chicago IL)
IL
04/28/2016 - 06/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
AZ
05/16/2014 - 09/01/2015
BROOKLIGHT PLACE SECURITIES, INC. (FOUNTAIN HILLS AZ)
IL
10/01/2012 - 03/12/2014
J.P. MORGAN SECURITIES LLC (LOMBARD IL)
IL
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOMBARD IL)
BOTH
Issued 07/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/07/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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