Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Ann Peli is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Pennington, New Jersey. Christine has been in the securities industry since February 27, 2006, and has held previous registrations with Ameriprise Financial Services, Inc. in Parsippany, New Jersey. Christine has passed the Series 66, Series 7, and the Securities Industry Essentials Examination. Christine's firm is a large, well-established firm with over $1 trillion in assets under management. The firm specializes in providing investment advisory services to individuals, businesses, and institutions. The firm also offers a wide range of financial planning and other 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
NY
06/28/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
01/18/2006 - 05/17/2006
AMERIPRISE FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
BOTH
Issued 03/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2006
Series 7 - General Securities 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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