Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Heckman is an Investment Advisor Representative with Aegis Wealth Management, LLC. Christine has been a financial professional since 1996. Christine's experience in the financial services industry includes previous roles with T. Rowe Price Investment Services, Inc., Blue Harbor Retirement Plan Services, Blade Benefit Consulting and CPACTUARIES. Christine is registered with the state of Florida and holds the Series 6, Series 63 and Series 65 securities licenses. Christine's professional experience includes employee benefit administration, payroll, record keeping, electronic communication, and financial planning. Christine specializes in providing financial advice to individuals and corporations.
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.
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.
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2
FL
01/01/2025 - Present
Aegis Wealth Management, LLC (MAITLAND FL)
MD
08/22/1996 - 09/16/1997
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 08/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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