Unclaimed
Christine Marie Burgess is a financial advisor with over 20 years of experience in the industry. Christine is registered with TIAA-CREF Individual & Institutional Services, LLC and is licensed to provide investment advice in Michigan, Ohio, and Indiana. Christine previously held positions with FUNDS DISTRIBUTOR, LLC, MULTI-BANK SECURITIES, INC., ASSETMARK CAPITAL CORPORATION, ATEL SECURITIES CORPORATION, CAPTEC SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
MI
12/03/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Royal Oak MI)
MI
08/08/2005 - 09/24/2014
FUNDS DISTRIBUTOR, LLC (BIRMINGHAM MI)
MI
04/11/2005 - 07/26/2005
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
CA
04/09/2001 - 02/26/2004
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
CA
07/07/1998 - 02/01/2001
ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)
MI
06/09/1997 - 06/18/1998
CAPTEC SECURITIES CORPORATION (ANN ARBOR MI)
MN
06/11/1996 - 07/16/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/11/1996 - 07/16/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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