Unclaimed
Christine Lacey Stack is a financial advisor with over 15 years of experience in the financial services industry. Christine is currently registered with LPL Financial LLC and has held prior registrations with Cetera Investment Services LLC. Christine is licensed to offer securities and investment advisory services in numerous states. Christine is a Certified Financial Planner™ and is committed to helping clients achieve their financial goals. Christine focuses on offering financial planning, investment management, and retirement planning services to individuals, families, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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
WY
08/03/2017 - Present
LPL Financial LLC (CASPER WY)
WY
10/01/2007 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (CASPER WY)
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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