Unclaimed
Christine Lawritson is a financial advisor with over 30 years of experience in the industry. Christine is currently registered with Wells Fargo Clearing Services, LLC and is active in both Broker-Dealer and Investment Advisor capacities. She is also registered in Arizona and Texas. Christine has previously worked with Wells Fargo Investments, LLC, BANC ONE SECURITIES CORPORATION and BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION. Christine holds Series 6, 7, 63 and 66 securities licenses.
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.
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.
Investment consulting services to institutional clients
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
AZ
03/02/2018 - Present
Wells Fargo Clearing Services, LLC (SUN CITY WEST AZ)
AZ
03/19/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
IL
02/01/1996 - 03/18/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
11/20/1991 - 02/01/1996
BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION
BOTH
Issued 06/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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