Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Kock is a financial advisor who has been in the industry since 1992. Christine is currently registered with TD Private Client Wealth LLC in Florida and previously worked for CHARLES SCHWAB & CO., INC., WADDELL & REED, INC. and LINCOLN FINANCIAL ADVISORS CORPORATION. Christine specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Christine has a wide range of experience working with individual clients, businesses, investment companies, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
FL
03/14/2024 - Present
TD Private Client Wealth LLC (Fort Lauderdale FL)
FL
12/01/2010 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
04/30/2010 - 10/22/2010
WADDELL & REED, INC. (MAITLAND FL)
FL
03/27/2006 - 10/17/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (MAITLAND FL)
TX
11/21/1986 - 07/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 08/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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