Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Guo is an investment advisor representative at U.S. Bancorp Investments, Inc., a firm that manages over $15 billion in client assets. Christine has been in the financial services industry for over six years and holds the Series 6, Series 63 and SIE licenses. Christine has also passed the Series 65 exam, qualifying her to provide investment advisory services. Christine has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations and state or municipal government entities. Christine is dedicated to providing her clients with personalized financial advice to help them reach their 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
07/24/2023 - Present
U.s. Bancorp Investments, Inc. (Everett WA)
WA
09/22/2022 - 07/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
12/27/2018 - 07/14/2022
HSBC SECURITIES (USA) INC. (SEATTLE WA)
WA
03/28/2017 - 11/26/2018
WELLS FARGO CLEARING SERVICES, LLC (MILL CREEK WA)
IA
Issued 04/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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