Unclaimed
Christine Heilmann is a financial advisor registered with J.P. Morgan Securities LLC. Christine has been in the financial industry since 1998. Christine has a total of 25 approved registrations. Christine is registered to provide investment advisory services in the state of Ohio. Christine Heilmann has previously been affiliated with Chase Investment Services Corp., Investors Brokerage Services, Inc., BANC ONE SECURITIES CORPORATION, ONE GROUP DEALER SERVICES, INC., ONE GROUP SERVICES COMPANY (THE), Lincoln Financial Advisors Corporation, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
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 02/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
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
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