Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Kelly Muir is a financial advisor registered with Wells Fargo Clearing Services, LLC. Christine has been in the financial industry since 2010. Christine is also registered with the state of California. Christine has passed the Series 66, Series 99, Series 7, Series 9, and Series 10 exams. Christine has prior experience working at Morgan Stanley and Wells Fargo Advisors, LLC. Christine is located in Westlake Village, CA.
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.
Investment consulting services to institutional clients
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
CA
12/12/2022 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE VILLAGE CA)
CA
11/19/2015 - 12/19/2022
MORGAN STANLEY (Westlake Village CA)
CA
12/10/2012 - 11/24/2015
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
04/01/2010 - 12/12/2012
MORGAN STANLEY (SHERMAN OAKS CA)
BOTH
Issued 11/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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