Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Atkinson is a financial professional with over 12 years of experience in the industry. Christine currently works at Charles Schwab & CO., Inc. in Walnut Creek, CA. Christine has previously worked at MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC., also in Walnut Creek, CA. Christine is registered in California and holds FINRA Series 7, Series 63, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
04/27/2022 - Present
Charles Schwab & CO., Inc. (Walnut Creek CA)
CA
06/01/2009 - 06/10/2021
MORGAN STANLEY (WALNUT CREEK CA)
CA
05/25/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WALNUT CREEK CA)
BC
Issued 01/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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