Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Kopecky is a financial advisor who has been in the industry since 2020. Christine has a Series 7, Series 63, and Series 66 license. Christine is currently registered with Transamerica Retirement Advisors, LLC, and has previously been registered with Securities America, Inc. and Northwestern Mutual Investment Services, LLC. Christine is also registered to provide investment advice in 52 states. Christine's specializations include fixed insurance products, variable insurance products, mutual funds, and investment advisory services. Christine has been affiliated with Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since December 2023. Christine is actively providing financial advice to clients in Whitefish Bay, Wisconsin.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
12/11/2023 - Present
Transamerica Retirement Advisors, LLC (Whitefish Bay WI)
WI
08/28/2023 - 11/27/2023
SECURITIES AMERICA, INC. (PEWAUKEE WI)
WI
05/26/2020 - 10/21/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 05/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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