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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christin? Claim Your ProfileChristin Joy Rose is a financial advisor with Cetera Investment Advisers LLC, registered to offer securities and advisory services in Indiana and Texas. Christin has been in the financial services industry since June 11, 2003. Cetera Investment Advisers LLC specializes in providing financial planning and investment management services to individuals, businesses, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Christin Rose has a strong track record of success in the industry, holding a number of professional designations including Certified Financial Planner.
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.
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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 8/8/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 6/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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