Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Heilmann is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since 1998. Christine has a combined total of 25 approved registrations for both broker-dealer and investment advisor roles. Christine is currently registered in Ohio for both Broker-Dealer and Investment Advisor roles. Christine has also held previous roles at Chase Investment Services Corp., Investors Brokerage Services, Inc., BANC One Securities Corporation, One Group Dealer Services, Inc., One Group Services Company (The), and Lincoln Financial Advisors Corporation. Christine has a wide range of experience with both financial and insurance products and has held several key positions during her career. Christine has completed all the necessary exams to be eligible for the positions held.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
09/04/2024 - Present
J.p. Morgan Securities LLC (COLUMBUS OH)
OH
05/01/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
IL
02/07/2006 - 04/27/2006
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
OH
07/06/2005 - 02/14/2006
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
IL
04/02/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
01/23/2001 - 01/21/2004
ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)
OH
04/10/2000 - 12/31/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
IL
11/02/1998 - 03/31/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IN
01/28/1998 - 09/08/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/28/1998 - 09/08/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 2/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/19/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/26/1998
Series 7 - General Securities Representative 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
Not sure Christine Heilmann is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
