Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Healy is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Iselin, New Jersey. Christine has been in the financial industry since January 30, 2003. She is a Series 6, 7, 9, 10, 31, 55, 57TO, 63, and 66 licensed professional. Christine has a wide range of experience in the financial services industry, and is committed to providing her clients with the highest level of service.
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
NJ
01/18/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ISELIN NJ)
NJ
07/28/2003 - 06/22/2004
CROWN FINANCIAL GROUP, INC. (JERSEY CITY NJ)
NY
01/17/2003 - 07/24/2003
THEMUNICENTER.COM (NEW YORK NY)
MA
01/11/2002 - 09/04/2002
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 02/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2002
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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