Unclaimed
Christine Frole is an investment advisor representative and a registered representative. Christine has been in the financial industry since 2004. Christine is currently affiliated with Ameriprise Financial Services, LLC. Christine's office is located at 75 Midland Ave Ste 2, Montclair, NJ 07042. Christine's other business location is in Newton, NJ. Prior to Ameriprise Financial Services, LLC Christine was affiliated with CHASE INVESTMENT SERVICES CORP., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and SUMMIT EQUITIES, INC.. Christine has a Series 7, Series 66, and SIE license. Christine holds licenses in California, Delaware, Florida, Minnesota, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Utah and Virginia. Christine's current specializations are: Asset Allocation, Financial Planning, Mutual Funds, Pension Planning, Variable Annuities, Retirement Planning, Investment Advisory Services, Brokerage Services, and Securities. Christine's areas of expertise include working with corporations or other businesses, insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth individuals.
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.
Asset allocation 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.
1
2
NJ
12/12/2011 - Present
Ameriprise Financial Services, LLC (Montclair NJ)
NJ
03/03/2009 - 11/17/2011
CHASE INVESTMENT SERVICES CORP. (UPPER MONTCLAIR NJ)
NJ
06/23/2006 - 02/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NJ
08/17/2004 - 06/16/2006
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BOTH
Issued 02/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christine Frole is the right advisor for you? Invested Better is here to help.