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 Theroux is a financial advisor with over 28 years of experience in the financial services industry. Christine is a Certified Financial Planner™ professional who is currently registered with Osaic Wealth, Inc. Previously, Christine worked with Horace Mann Investors, Inc., MML Investor Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, Allmerica Investments, Inc., New England Securities, FIS Securities, Inc., and Putnam Mutual Funds Corp. Christine is licensed in Massachusetts and holds FINRA Series 6, 7, 24, 63 and 65 licenses. Christine has been recognized for her expertise in providing financial planning services to individuals and businesses.
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.
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
MA
01/23/2020 - Present
Osaic Wealth, Inc. (WAYLAND MA)
IL
10/09/2018 - 08/01/2019
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
MA
05/18/2017 - 08/01/2018
MML INVESTORS SERVICES, LLC (WELLESLEY MA)
MA
06/03/2002 - 12/12/2016
MSI FINANCIAL SERVICES, INC. (NORWOOD MA)
MA
06/03/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALTHAM MA)
MA
03/20/1997 - 06/17/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
02/18/1997 - 03/12/1997
ALLMERICA INVESTMENTS, INC.
NY
09/15/1995 - 02/21/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
09/27/1993 - 03/01/1995
FIS SECURITIES, INC. (BOSTON MA)
MA
02/04/1991 - 08/09/1993
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 07/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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