Unclaimed
Christine Gibson is a financial advisor with Creativeone Wealth, LLC. Christine has been in the financial services industry for over 30 years, working previously with firms such as Sorrento Pacific Financial, LLC, PartnerVest Securities, Inc., Bear, Stearns & Co. Inc. and Charles Schwab & Co., Inc. Christine is registered in California as an Investment Advisor Representative. Christine has a broad range of experience and provides a variety of advisory services including financial planning, portfolio management for individuals and portfolio management for investment companies. Christine is also a licensed real estate owner and oversees her own property.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
CA
01/01/2025 - Present
Creativeone Wealth, LLC (San Francisco CA)
CA
07/31/2009 - 08/31/2021
SORRENTO PACIFIC FINANCIAL, LLC (SAN FRANCISCO CA)
CA
09/23/2004 - 07/31/2009
PARTNERVEST SECURITIES, INC. (SAN FRANCISCO CA)
NY
09/02/1993 - 09/28/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
TX
01/01/1990 - 09/16/1993
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
05/23/1989 - 11/27/1989
ALEX. BROWN & SONS INCORPORATED
IA
Issued 03/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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