Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine C. Phillips is a financial advisor with over 24 years of experience in the industry. Christine is currently registered with J.p. Morgan Securities LLC and has held previous positions with Fortigent Securities Company, LLC., Wachovia Securities, LLC and First Union Brokerage Services, Inc. Christine specializes in a range of financial services including portfolio management for both individuals and businesses, financial planning, pension consulting, and selection of other advisors. Christine is licensed to provide investment advice in 53 states and is also licensed to provide investment advice in Texas. Christine is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
03/20/2024 - Present
J.p. Morgan Securities LLC (Tampa FL)
MD
01/30/2009 - 01/22/2010
FORTIGENT SECURITIES COMPANY, LLC. (ROCKVILLE MD)
FL
12/05/2007 - 06/02/2008
WACHOVIA SECURITIES, LLC (TAMPA FL)
MO
10/01/2000 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/28/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 03/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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