Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Ostapiak is a financial advisor with Cetera Investment Advisers LLC. Christine has been in the industry since 2001 and has held a variety of roles at different financial firms, including Lehman Brothers Inc., AXA Advisors, LLC, and Summit Equities, Inc. Christine has a Series 7 and Series 66 license and is a Chartered Financial Analyst (CFA). Christine specializes in providing financial planning, portfolio management, and pension consulting services. Christine is registered in 37 states, including New Jersey, Texas, and Alabama. Christine's firm, Cetera Investment Advisers LLC, is a registered investment advisor with offices in Schaumburg, Illinois.
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 7/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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