Unclaimed
Christine Marie Paul is a financial advisor registered with LPL Financial LLC. Christine has been in the financial services industry since 1993 and has held previous positions with J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC One Securities Corporation, First Chicago NBD Investment Services, Inc., and Essex National Securities, Inc. Christine specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
11/26/2024 - Present
LPL Financial LLC (OXFORD MI)
MI
10/01/2012 - 10/12/2016
J.P. MORGAN SECURITIES LLC (CLARKSTON MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CLARKSTON MI)
IL
02/01/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/28/1996 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
09/23/1993 - 03/21/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 06/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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