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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 Sorensen is a financial advisor with Tradition Wealth Management LLC. Christine has been in the industry since 1999 and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Christine holds the Series 7, Series 24, and Series 63 securities licenses. She is also a registered investment advisor in Minnesota and Wisconsin. Christine’s main focus is on financial planning, portfolio management, and 1031 exchange consulting.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
1031 exchange consulting
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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MN
01/31/2014 - Present
Tradition Wealth Management LLC (EDINA MN)
IA
02/20/2003 - 08/06/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
WI
12/19/2001 - 03/07/2003
SII INVESTMENTS, INC. (APPLETON WI)
GA
02/21/2001 - 12/20/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
04/15/1999 - 03/20/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/15/1999 - 03/20/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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