Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Anne Somers is a financial advisor with UBS Financial Services Inc. based in Boston, MA. Christine has been in the financial services industry since 2000 and has held previous positions with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Christine holds Series 7 and 63 licenses and the SIE exam. Christine is registered in 34 states and the District of Columbia. Christine specializes in providing financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
09/28/2022 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
06/01/2009 - 10/19/2022
MORGAN STANLEY (Boston MA)
MA
03/14/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NJ
05/29/2001 - 03/21/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
RI
10/21/1999 - 04/13/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 03/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christine Somers is the right advisor for you? Invested Better is here to help.
