Unclaimed
Christine Sunderman is a financial professional with experience in the securities industry. Christine is currently registered with Charles Schwab & CO., Inc. and TD Ameritrade Clearing, Inc. Prior to her current positions, Christine was registered with Securities America, Inc. Christine holds the Series 7 and Series 66 licenses. Christine is registered in Nebraska.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
11/18/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
10/27/2014 - 01/08/2018
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 05/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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