Unclaimed
Christine Ivanick is a financial advisor at Dimensional Fund Advisors LP. Christine has been in the industry since July 2016 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Texas. Christine earned the Series 66, Series 7 and SIE licenses, as well as the designation Chartered Financial Analyst. Christine specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/15/2018 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
NC
05/19/2016 - 10/02/2018
MORGAN STANLEY (CORNELIUS NC)
BOTH
Issued 06/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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