Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Heine is a financial advisor registered with United Planners' Financial Services of America A Limited Partner. Christine has been in the financial services industry since 2009. Christine is a Series 7, Series 63, Series 65, and Series 31 licensed advisor. In addition to being a registered representative with United Planners' Financial Services of America, Christine was previously registered with LPL Financial LLC, Wealth Enhancement Brokerage Services, LLC, Ameriprise Financial Services, Inc. and Morgan Stanley.
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.
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2
MN
12/06/2019 - Present
United Planners' Financial Services OF America A Limited Partner (MINNETONKA MN)
MN
10/24/2017 - 12/12/2019
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
10/31/2017 - 12/02/2019
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
05/14/2013 - 05/31/2016
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE ELMO MN)
MN
06/01/2009 - 05/30/2013
MORGAN STANLEY (WAYZATA MN)
MN
05/23/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WAYZATA MN)
IA
Issued 09/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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