Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Lane is a wealth advisor with The Ameriflex Group in Pittsford, NY. Christine has been in the financial services industry since 1993. Christine has a Series 7, 24, and 63 license as well as the SIE. Christine's areas of expertise include financial planning, retirement planning, investment management, and insurance. Christine provides services to a variety of clients, including individuals, families, businesses, and non-profit 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
12/01/2023 - Present
THE Ameriflex Group (Pittsford NY)
NY
09/09/2019 - 12/04/2023
COMMONWEALTH FINANCIAL NETWORK (PITTSFORD NY)
NY
03/05/2014 - 10/09/2019
LPL FINANCIAL LLC (WHITE PLAINS NY)
NY
04/19/2013 - 03/06/2014
INVEST FINANCIAL CORPORATION (ROCHESTER NY)
NY
02/11/2011 - 03/21/2013
CAPITOL SECURITIES MANAGEMENT, INC. (ROCHESTER NY)
OH
02/11/2009 - 03/06/2009
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
NY
07/03/2006 - 02/16/2007
M&T SECURITIES, INC. (ROCHESTER NY)
NY
03/29/1990 - 07/03/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
06/04/1991 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
02/01/1988 - 11/05/1988
DEAN WITTER REYNOLDS INC.
NA
11/25/1987 - 02/04/1988
POWER SECURITIES CORPORATION
BC
Issued 12/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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