Unclaimed
Selina Witt is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Bend, Oregon. Selina has been in the industry since 2004 and holds licenses in Arizona, California, Colorado, Idaho, Minnesota, Nebraska, North Carolina, Oregon, and Tennessee. Selina has been registered with Cambridge Investment Research Advisors, Inc. since March 2024. Prior to that, Selina worked with The O.N. Equity Sales Company and MML Investors Services, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
03/28/2024 - Present
Cambridge Investment Research Advisors, Inc. (Bend OR)
OR
11/19/2020 - 03/26/2024
THE O.N. EQUITY SALES COMPANY (Bend OR)
OR
09/30/2004 - 11/25/2020
MML INVESTORS SERVICES, LLC (BEND OR)
BOTH
Issued 03/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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