Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Lynn Neese is a financial advisor who has been in the industry since 1996. Christine is currently registered with Wealth Enhancement Advisory Services, LLC and Cetera Advisor Networks LLC, both in Charlotte, North Carolina. Christine specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. She is also a registered investment advisor, meaning she can provide investment advice to clients. Christine has a strong track record of success in the financial services industry, and she is committed to helping her clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NC
11/09/1998 - 12/03/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
NC
06/27/1996 - 10/19/1998
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
IA
Issued 05/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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