Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Gerst is a financial advisor with over 20 years of experience in the industry. Christine has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2018 and previously worked at The Huntington Investment Company, Key Investment Services LLC, McDonald Investments Inc. and Banc One Securities Corporation. Christine holds Series 6, 7 and 66 licenses and is registered in 17 states. Christine has a strong background in providing investment advice to individuals, businesses, high net worth individuals and pension and profit-sharing plans. Christine can also provide portfolio management, financial planning and research reports and services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OH
05/23/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CANFIELD OH)
OH
02/17/2011 - 11/19/2018
THE HUNTINGTON INVESTMENT COMPANY (CANFIELD OH)
OH
01/21/2009 - 03/02/2009
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
09/13/2001 - 02/16/2007
MCDONALD INVESTMENTS INC. (CANFIELD OH)
IL
07/06/1998 - 11/24/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 12/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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