Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Berwick is a financial advisor at Avantax Advisory Services. Christine is a Registered Representative and Investment Advisor Representative. Christine holds a Series 7TO, Series 66 and SIE license and is registered in Louisiana. Christine has been in the financial industry since 2020. Christine provides financial planning, investment advice and insurance services to individuals, businesses and retirement plans. Christine also works as a CPA Partner at Darnall, Sikes & Frederick CPAS.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
LA
03/02/2020 - Present
Avantax Advisory Services (LAFAYETTE LA)
BOTH
Issued 03/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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