Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Louise Sheppard is a financial advisor with Frost Investment Services. Christine Sheppard is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Christine Sheppard is dedicated to helping individuals and families achieve their financial goals. She provides a wide range of financial services, including financial planning, investment management, and retirement planning. Christine Sheppard holds Series 7 and Series 66 licenses. Christine Sheppard is committed to providing her clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/26/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
CA
01/06/2004 - 01/16/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TX
06/19/1998 - 01/16/2004
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
TX
08/08/1997 - 12/02/1997
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NA
09/18/1995 - 08/12/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
10/15/1993 - 11/16/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
07/18/1989 - 08/03/1989
FIRST INTERSTATE DISCOUNT BROKERAGE
BOTH
Issued 05/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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