Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Marie Nelson is a financial advisor with over 20 years of experience in the industry. Christine is currently registered with Osaic Wealth, Inc. and specializes in providing financial planning, pension consulting, and educational seminars to individuals, corporations, and charitable organizations. Christine holds several licenses and certifications, including Series 7, Series 63, Series 79TO, Series 99TO, and SIE. Christine has a strong track record of helping 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
07/05/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
FL
01/11/2021 - 04/21/2022
AMUNI FINANCIAL, INC. (ST. PETERSBURG FL)
FL
04/18/2019 - 10/08/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/28/2005 - 10/10/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
02/27/2004 - 06/30/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
FL
11/24/1999 - 02/27/2004
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
BC
Issued 03/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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