Unclaimed
Christine Marie Bacharz is a financial advisor at Mariner Wealth. Christine has been working in the financial industry since 2019 and has experience in various areas, including commercial distribution finance and investment advising. She has a strong understanding of the financial markets and is committed to providing personalized financial advice to her clients. Christine is passionate about helping her clients achieve their financial goals and believes that financial planning is essential for a secure future.
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.
Family office services
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
IL
11/11/2022 - Present
Mariner Wealth (Oakbrook Terrace IL)
IL
01/21/2021 - 11/04/2022
WELLS FARGO CLEARING SERVICES, LLC (ARLINGTON HEIGHTS IL)
IL
07/20/2019 - 11/05/2020
WELLS FARGO CLEARING SERVICES, LLC (SCHAUMBURG IL)
BOTH
Issued 08/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Christine Bacharz is the right advisor for you? Invested Better is here to help.