Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Gustafson is a financial advisor with LPL Financial LLC, located in Bellevue, WA. Christine has been in the financial services industry since 2003. Christine has a wide range of experience and specializes in a variety of investment products and services. Christine holds the Series 7, Series 9, Series 10 and SIE licenses, as well as the Series 63 registration in Washington. Christine's previous experience includes working for firms such as UBS Financial Services Inc., Charles Schwab & Co., Inc., Citigroup Global Markets Inc., Morgan Stanley DW Inc. and Dain Rauscher Incorporated.
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
WA
06/04/2021 - Present
LPL Financial LLC (BELLEVUE WA)
WA
02/01/2018 - 08/27/2018
UBS FINANCIAL SERVICES INC. (TACOMA WA)
WA
12/12/2003 - 10/30/2017
CHARLES SCHWAB & CO., INC. (TACOMA WA)
NY
02/21/2002 - 12/04/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/26/2000 - 11/09/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/03/1999 - 05/17/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
BC
Issued 08/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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