Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Burns Patti is an investment advisor representative with Newsouth Capital Management Inc. Christine has been in the industry since 1984 and has experience in a variety of financial services roles. Christine is a Chartered Financial Analyst and holds Series 6, 7, and 63 licenses. Christine has worked with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations, and government entities. Christine's services include portfolio management, financial planning, and investment advice.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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04/06/2010 - Present
Newsouth Capital Management Inc. ( )
CT
04/18/2005 - 10/27/2008
DKR CAPITAL SECURITIES CORP. (STAMFORD CT)
NY
06/25/2004 - 03/24/2005
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NY
10/20/2000 - 06/09/2004
SCHRODER FUND ADVISORS INC. (NEW YORK NY)
MA
07/11/1990 - 05/19/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/11/1990 - 05/19/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
07/03/1984 - 05/18/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 12/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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