Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Garcia Kolm is a financial advisor with over 16 years of experience in the industry. Christine currently works at Citigroup Global Markets Inc. and previously worked at UBS Financial Services Inc. Christine holds Series 65 and 66 licenses. Christine specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Christine's areas of expertise include portfolio management, asset allocation, and financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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
CA
12/02/2022 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
CA
12/17/2018 - 11/08/2022
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 02/11/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2018
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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