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Christina Marie Hartke

Greystone Advisory Group LLC

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About Christina Marie Hartke

Christina Hartke is a registered investment advisor representative with Greystone Advisory Group LLC. Christina has been in the industry for over 20 years and holds Series 65, 66 and 7 licenses. Christina has experience working with both Northwestern Mutual Investment Services, LLC and AXA Advisors, LLC. Christina is also a settlement planner and a licensed insurance agent and provides settlement consulting services to clients. Christina specializes in working with clients on their investment needs, providing selection of other advisors and referral services to clients.

Firm Information

Christina Hartke is currently registered with Greystone Advisory Group LLC. Greystone Advisory Group LLC is an investment advisor with 4 licensed agents, 4 investment adviser representatives, and 1 registered representative. They provide selection of other advisers services.

Not reported

Assets Under Management

6

Total Clients

3

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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.

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other

Referral fees

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Christina Hartke’s Registration & Firm History

NY

09/21/2015 - Present

Greystone Advisory Group LLC (New York NY)

NY

04/27/2004 - 03/31/2009

O'KEEFE SHAW & CO., INC. (BUFFALO NY)

WI

06/28/2002 - 02/26/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

NY

01/14/2002 - 05/02/2002

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/23/2013

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/21/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christina Marie Hartke.
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