Christina Ferrer (CRD# 5369098) is an Investment Advisor Representative working at Be Your Best Financial in Littleton, CO and has over 16 years of experience in the finance industry. Christina Ferrer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5495455
Schaefer Financial Management, Inc.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Be Your Best Financial, LLC | Littleton, CO | Apr 2020 - Current | 4 |
Homemaker | Denver, CO | Aug 2018 - Apr 2020 | 1 |
Bmo Harris Financial Advisors | Glen Ellyn, IL | Aug 2016 - Aug 2018 | 2 |
Oppenheimer Funds | Centennial, CO | Mar 2012 - May 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$89,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO
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