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CA

Christine L. Alala

CAPITALA SECURITIES
Charlotte, NC 28209-4636
Some features on this profile are disabled
CRD#: 5723934
CA

Professional summary


Christine Levett Alala, who also goes by Christine M Levett, is a registered financial professional currently at CAPITALA SECURITIES, LLC located in Charlotte, North Carolina.

Christine is registered as a RR (Registered Representative) and started their career in finance in 2009. Christine has worked at 4 firms and has passed the Series 66, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christine M Levett

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) - BD


Click below to view Christine Levett Alala'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®
None

Experience


Current

March 4, 2020 - Present

CAPITALA SECURITIES, LLC

Office #1: 4201 Congress Street Suite 360c, Charlotte, NC 28209-4636
BD
CRD#: 304095
Charlotte, NC
Past

March 15, 2010 - October 29, 2018

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

January 4, 2010 - March 1, 2010

NRP ADVISORS, INC.

RIA
CRD#: 141430
NORTHBROOK, IL
Past

December 1, 2009 - March 1, 2010

NRP FINANCIAL, INC.

BD
CRD#: 103717
NORTHBROOK, IL

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/30/2024)
RR
Connecticut
(4/16/2024)
RR
Florida
(7/5/2024)
RR
Georgia
(3/4/2022)
RR
Illinois
(6/28/2024)
RR
Massachusetts
(9/20/2024)
RR
Nevada
(4/3/2024)
RR
New Jersey
(5/8/2024)
RR
New York
(4/8/2024)
RR
North Carolina
(3/5/2020)
RR
South Carolina
(4/16/2024)
RR
South Dakota
(4/5/2024)
RR
Virginia
(5/28/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/21/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/23/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CS
CAPITALA SECURITIES, LLC
CAPITALA SECURITIES, LLC

CRD#: 304095 / SEC#: , 8-70342

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
4201 Congress Street Suite 360c, Charlotte, NC 28209
Mailing Address
4201 Congress Street Suite 360c, Charlotte, NC 28209
Phone number
(704) 790-1666
Established
Delaware since 06/29/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CAPITALA SECURITIES HOLDING CORP.OWNER AND SOLE MEMBER
ALALA, CHRISTINE LEVETTPRESIDENT5723934
COSIO, ROMMELCHIEF COMPLIANCE OFFICER2017788
THORNTON, STEVEN LEEFINOP, CFO4496384

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.

Company Information


CAPITALA SECURITIES, LLC

CRD#: 304095Charlotte, NC 28209-4636

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