Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Loc is a financial advisor with Raymond James Financial Services Advisors, Inc. with 20 years of experience in the industry. Christine has a wide range of expertise in financial planning and portfolio management and is registered in 24 states. Christine's experience includes working with individuals, corporations, and retirement plans. Christine Loc is committed to providing her clients with personalized financial advice and services that meet their individual needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
03/23/2023 - Present
Raymond James Financial Services Advisors, Inc. (PORTAGE MI)
IA
Issued 09/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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