Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Stefanski is a financial advisor with Janney Montgomery Scott LLC, a well-established financial services firm with over $85 billion in assets under management. Christine has been in the financial services industry since 2006. She is registered with the state of New Jersey as both a broker-dealer and an investment advisor representative. Christine holds the Series 7, 9, 10, and 66 licenses, and the Securities Industry Essentials Examination. Christine has previously worked at LPL Financial LLC and Citigroup Global Markets Inc. Christine is known for her expertise in providing financial planning and portfolio management services for individuals, businesses, and institutions.
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.
Fee plus commission
1
2
NJ
02/27/2013 - Present
Janney Montgomery Scott LLC (MARLTON NJ)
NJ
08/02/2010 - 03/15/2013
LPL FINANCIAL LLC (HADDONFIELD NJ)
NJ
05/09/2006 - 12/31/2008
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
BOTH
Issued 05/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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