Christina E. Ferrer

BE YOUR BEST FINANCIAL

Littleton, CO

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CRD#: 5369098

Professional summary

Christina Elena Ferrer, CFP®, who also goes by Christina Elena Ferrer, Christina Elena Owen, is a registered financial advisor currently at BE YOUR BEST FINANCIAL located in Littleton, Colorado.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Christina has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christina Elena Ferrer | Christina Elena Owen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Elena Ferrer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

May 8, 2020 - Present

BE YOUR BEST FINANCIAL

RIA

CRD#: 308905

Littleton, CO

Past

August 30, 2016 - August 14, 2018

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 137115

GLEN ELLYN, IL

Past

August 30, 2016 - August 14, 2018

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

GLEN ELLYN, IL

Past

March 8, 2012 - May 13, 2016

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

CENTENNIAL, CO

Past

April 20, 2010 - March 1, 2012

CAPITAL CLIENT GROUP, INC.

CRD#: 6247

SAN ANTONIO, TX

Past

January 22, 2008 - March 19, 2010

EDWARD JONES

RIA

CRD#: 250

COLORADO SPRINGS, CO

Past

January 1, 2008 - March 19, 2010

EDWARD JONES

CRD#: 250

COLORADO SPRINGS, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(5/8/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/5/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/26/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/18/2015

General Securities Principal Examination

Current Firm

BE YOUR BEST FINANCIAL

BE YOUR BEST FINANCIAL | BYBFINANCIAL | BYBF | BE YOUR BEST FINANCIAL LLC

CRD#: 308905 / SEC#:

Colorado

Registered Investment Advisory firm - (5/8/2020 Approved)

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Contact information

Main Address

Littleton, CO

Mailing Address

Phone number

(720) 595-9809

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 170,405

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Christina E. Ferrer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Elena Ferrer's CRS (Customer Relationship Summary).

Certified licenses

Experience

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CAPITAL CLIENT GROUP, INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 1/5/2008

SIE

Date: 8/14/2018

Series 7

Date: 12/26/2007

Series 24

Date: 6/18/2015

Current Firm

BE YOUR BEST FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BE YOUR BEST FINANCIAL

TRUST BUT VERIFY

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