Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Halchak is a financial advisor registered with United Planners' Financial Services Of America A Limited Partner. Christine has been in the financial services industry since February 2000. Christine is also a registered representative and investment advisor representative. Christine holds the Series 6, 7, 24, 63, and 66 licenses. Christine also holds the SIE and Series 79TO licenses. Christine is registered in 29 states. Christine provides financial planning, pension consulting, and portfolio management for individuals. Christine also provides selection of other advisors. Christine has a history of working with other firms including Securities America, Inc., INVESTACORP, INC., and INVESTACORP ADVISORY SERVICES.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/27/2021 - Present
United Planners' Financial Services OF America A Limited Partner (CLEARWATER FL)
FL
07/17/2020 - 04/26/2021
SECURITIES AMERICA, INC. (CLEARWATER FL)
FL
02/23/2000 - 07/17/2020
INVESTACORP, INC. (CLEARWATER FL)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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