Unclaimed
Christine Musuneggi is a financial advisor with over 20 years of experience in the industry. She has a broad range of experience including working with clients in the areas of financial planning, portfolio management, and retirement planning. Christine is also licensed to sell life and disability insurance. Christine works for Grove Point Advisors, LLC and has been with the firm since 2021. Prior to joining Grove Point Advisors, LLC, Christine was a financial advisor at Lincoln Financial Advisors Corporation. Christine is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
PA
07/22/2004 - 10/02/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (CANONSBURG PA)
IN
07/22/2004 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
12/15/2003 - 06/25/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
07/13/2000 - 12/03/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 05/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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