Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Larisa Ostapiak is a financial advisor registered with Cetera Investment Advisers LLC. Christine has been in the industry since 2001 and has held positions at several firms including Summit Equities, Inc., AXA Advisors, LLC, and Lehman Brothers Inc. She is a Chartered Financial Analyst and holds the Series 7, Series 66, and SIE licenses. Christine offers financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (PARSIPPANY NJ)
NJ
07/19/2006 - 06/20/2013
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NY
08/16/2004 - 07/19/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/27/1998 - 12/12/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 07/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christine Ostapiak is the right advisor for you? Invested Better is here to help.
