Unclaimed
Christine Marie Pacini is a financial advisor with Equitable Advisors, LLC. She is based in Wellesley, MA, and has been in the industry since 2000. Christine is registered with the state of Massachusetts as a broker-dealer and also holds registrations in Rhode Island and New Hampshire. She has passed the Series 7, 24, and 66 exams. Christine has a wide range of experience and expertise in financial planning, pension consulting, and portfolio management. Her specialties include: 1. Investment Advisory Services 2. Broker Dealer Services 3. Pension and 401k Services 4. Tax and Estate Planning 5. Retirement Planning 6. Insurance Services
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.
1
2
MA
05/11/2010 - Present
Equitable Advisors, LLC (WELLESLEY MA)
BOTH
Issued 09/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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