Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine A. Sperry is a financial advisor who has been in the industry since November 3, 2003. She is currently registered with LPL Financial LLC in Wisconsin. Christine has worked with Charles Schwab & Co., Inc., William Blair & Company L.L.C., BANC OF AMERICA INVESTMENT SERVICES, INC., and Bernardi Securities, Inc. Christine is a Registered Representative and holds the Series 7, Series 63, and Series 65 licenses. She is also a Registered Investment Advisor in Wisconsin. Christine specializes in providing financial advice to individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
08/06/2018 - Present
LPL Financial LLC (OREGON WI)
WI
02/03/2009 - 07/31/2018
CHARLES SCHWAB & CO., INC. (Middleton WI)
IL
09/11/2006 - 01/29/2009
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IL
07/20/2006 - 08/29/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
08/21/2003 - 02/16/2005
BERNARDI SECURITIES, INC. (NORTHFIELD IL)
IA
Issued 01/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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