Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Cortes is a financial advisor with over 20 years of experience in the financial services industry. Christine is a registered representative and investment advisor representative of PNC Investments. Christine has held previous positions at various firms, including Morgan Stanley, Citigroup Global Markets Inc., and Edward Jones. Christine is a Series 7, Series 63, Series 66, Series 52, and Series 53 licensed representative. Christine specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
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.
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2
DC
06/16/2023 - Present
PNC Investments (WASHINGTON DC)
MD
10/14/2017 - 02/07/2019
MORGAN STANLEY (ANNAPOLIS MD)
DC
07/25/2014 - 09/29/2017
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
MD
11/13/2009 - 07/02/2014
PNC INVESTMENTS (GREENBELT MD)
FL
02/20/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (PORT ST. LUCIE FL)
FL
11/16/2007 - 02/03/2009
EDWARD JONES (PORT ST LUCIE FL)
VT
01/04/2001 - 12/18/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
08/07/1997 - 12/23/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
12/20/1996 - 07/16/1997
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
MI
02/27/1996 - 10/09/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
09/27/1995 - 01/22/1996
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NY
05/05/1995 - 10/02/1995
COMPREHENSIVE CAPITAL CORP. (GREAT NECK NY)
NY
02/15/1995 - 04/13/1995
FIRST UNITED EQUITIES CORPORATION (NEW YORK NY)
NA
07/27/1994 - 02/15/1995
KENSINGTON WELLS INCORPORATED
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/23/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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