Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christin? Claim Your ProfileChristin Rose is a financial advisor with Cetera Investment Advisers LLC, a firm with a strong reputation for providing comprehensive financial planning and investment management services. With over 20 years of experience in the industry, Christin has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Christin Rose holds Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. Christin is also a Certified Financial Planner. Christin Rose has a proven track record of success in helping clients navigate the complexities of financial planning, investment management, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
IN
08/10/2023 - Present
Cetera Investment Advisers LLC (SOUTH BEND IN)
IN
06/12/2003 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (SOUTH BEND IN)
BOTH
Issued 08/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christin Rose is the right advisor for you? Invested Better is here to help.
