Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christie? Claim Your ProfileChristie Trimmer is a financial advisor at Brownstone Investment Group, LLC. Christie has over 15 years of experience in the financial services industry and is registered in 5 states. She holds Series 7, 24, 55, 57TO, and SIE licenses. Christie has previously worked with BANC OF AMERICA SECURITIES LLC, J.P. MORGAN SECURITIES INC., and WORLDCO, L.L.C.
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.
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.
1
2
NY
05/26/2009 - Present
Brownstone Investment Group, LLC (NEW YORK NY)
NY
07/19/2007 - 05/15/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
03/09/2004 - 08/04/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/26/2002 - 09/04/2002
WORLDCO, L.L.C. (NEW YORK NY)
BC
Issued 04/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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