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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Curtis is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., specializing in providing financial advice to individuals, businesses, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Christine has been in the financial industry for over 16 years and has held licenses as an investment advisor representative and a general securities representative in a multitude of states. Before joining Merrill Lynch, Christine worked for SunTrust Investment Services, Inc. and SunTrust Bank. Christine offers a variety of financial services, including portfolio management, financial planning, and pension consulting, as well as educational seminars and research reports.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TN
04/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHATTANOOGA TN)
TN
09/18/2006 - 10/10/2018
SUNTRUST INVESTMENT SERVICES, INC. (CHATTANOOGA TN)
IA
Issued 10/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/08/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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