Unclaimed
Christine Elizabeth Schilling is a financial advisor with over 22 years of experience in the industry. Christine has a strong background in providing financial planning, portfolio management, and other advisory services to individuals, families, businesses, and trusts. She is also experienced in providing financial planning for retirement, college savings, and estate planning. Currently, Christine is an Investment Advisor Representative at Executive Wealth Management, LLC. Prior to joining Executive Wealth Management, LLC, Christine worked at Private Client Services, LLC, and Thrivent Investment Management Inc. Christine is licensed in 14 states, including Arizona, California, Florida, Georgia, Louisiana, Michigan, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
01/23/2023 - Present
Executive Wealth Management, LLC (BRIGHTON MI)
MI
01/18/2022 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Brighton MI)
MI
08/17/2017 - 01/18/2022
THRIVENT INVESTMENT MANAGEMENT INC. (PLYMOUTH MI)
MI
07/31/2000 - 10/09/2001
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
IA
Issued 03/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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