Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine McEwan is a financial advisor working with Independence Square Holdings, LLC. Christine has over 27 years of experience in the financial services industry. She is registered with the state of Pennsylvania. Christine has her Series 7, Series 66, and Series 99 licenses. She also holds the SIE certification. Christine's firm, Independence Square Holdings, LLC, manages over $1 billion in assets for individuals, businesses, pension plans, and charitable organizations. Christine provides financial planning, cash management, and mortgage services.
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.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
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.
Referral fees
1
2
PA
07/07/2021 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
08/31/2020 - 07/07/2021
TRUIST INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)
VA
03/01/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
11/27/2013 - 03/11/2016
VALLEY FORGE ASSET MANAGEMENT, LLC (KING OF PRUSSIA PA)
BOTH
Issued 04/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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