Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christie? Claim Your ProfileChristie Cheng Scott is an investment advisor representative with Global Retirement Partners LLC. Christie has been working in the financial industry since 2002. Christie has a Series 6, Series 7, and Series 66 license. Christie's firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutional clients. Christie is registered to provide investment advisory services in Maine, Massachusetts, New Hampshire, and Vermont.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
01/25/2024 - Present
Global Retirement Partners LLC (Portsmouth NH)
IL
01/02/2009 - 04/18/2017
AUSDAL FINANCIAL PARTNERS, INC. (CHICAGO IL)
IL
09/01/2006 - 12/31/2008
ASSOCIATED SECURITIES CORP. (CHICAGO IL)
IL
03/17/2005 - 01/19/2006
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
NY
10/03/2003 - 10/07/2004
AXA ADVISORS, LLC (NEW YORK NY)
MA
03/09/2001 - 09/15/2003
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
BOTH
Issued 02/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christie Scott is the right advisor for you? Invested Better is here to help.
