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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Levine is a financial advisor who has been in the industry since September 18, 1999. Christine is currently registered with Morgan Stanley in Sarasota, FL. Christine has previously worked at several other firms, including Morgan Keegan & Company, Inc., Credit Suisse First Boston LLC, and Donaldson, Lufkin & Jenrette Securities Corporation. Christine has experience in a variety of areas, including investment advice, financial planning, pension consulting, and portfolio management. Christine is registered with the Securities and Exchange Commission (SEC) and FINRA.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
10/03/2024 - Present
Morgan Stanley (Sarasota FL)
FL
06/14/2011 - 03/04/2013
MORGAN STANLEY (SARASOTA FL)
FL
02/15/2006 - 06/02/2011
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
NY
01/17/2003 - 03/02/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
09/24/1997 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 10/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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