Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Lutz is a financial advisor who has been in the industry since 2010. Christine is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2015. Prior to joining Wells Fargo Clearing Services, LLC, Christine worked at SWS Financial Services, INC., LPL FINANCIAL LLC, ROBERT W. BAIRD & CO. INCORPORATED and SOUTHWEST SECURITIES, INC. Christine offers a variety of financial services, including financial planning, portfolio management, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
06/03/2015 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
TX
01/29/2015 - 06/01/2015
SWS FINANCIAL SERVICES, INC. (SOUTHLAKE TX)
TX
03/17/2014 - 01/22/2015
LPL FINANCIAL LLC (IRVING TX)
TX
07/19/2013 - 01/31/2014
ROBERT W. BAIRD & CO. INCORPORATED (DALLAS TX)
TX
01/20/2011 - 07/23/2013
SWS FINANCIAL SERVICES, INC. (SOUTHLAKE TX)
TX
11/11/2009 - 07/26/2010
SOUTHWEST SECURITIES, INC. (SOUTHLAKE TX)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/08/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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