Unclaimed
Christine Rush is a financial advisor with Morgan Stanley, a firm that manages over $1.4 trillion in assets. Christine has been in the financial industry since 1996 and is registered with the Securities and Exchange Commission as an investment advisor representative. Christine holds a variety of licenses and designations, including Series 7, 63, 65, 31 and SIE licenses, and is a licensed representative in over 50 states. Christine has worked with both individuals and institutions, and has a strong track record of success. Christine can help you with your financial planning needs, including retirement planning, college savings, and estate planning. Christine is also a registered representative with Wells Fargo Advisors, LLC. Christine can assist you with your financial planning 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
03/11/2020 - Present
Morgan Stanley (Deerfield IL)
IL
05/11/1998 - 10/21/2015
WELLS FARGO ADVISORS, LLC (SCHAUMBURG IL)
TX
09/25/1996 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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