Invested Better
Unclaimed

Unclaimed

Unclaimed

Christine Mary Ahearn

Apex Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christine? Claim Your Profile

About Christine Mary Ahearn

Christine Mary Ahearn is a registered Investment Advisor Representative with Apex Financial Advisors, Inc.. Christine has been in the financial services industry for over 15 years. Christine is registered with the state of Pennsylvania. Previously, Christine was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC. Christine has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Christine has experience providing investment advice to individuals, investment companies, and pension and profit sharing plans.

Firm Information

Christine Ahearn is currently registered with Apex Financial Advisors, Inc.. Apex Financial Advisors, Inc. is an investment advisor based in Yardley, PA. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. Apex Financial Advisors manages approximately $537,914,172 in assets for a total of 553 clients, including high-net-worth individuals, investment companies, and pension and profit-sharing plans.
Apex Financial Advisors, Inc.

85 SOUTH MAIN STREET

YARDLEY, PA 19067

$537.91M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

real estate investment and management

Real estate investment and management

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christine Ahearn’s Registration & Firm History

PA

11/15/2016 - Present

Apex Financial Advisors, Inc. (YARDLEY PA)

PA

05/18/2011 - 09/16/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YARDLEY PA)

PA

06/13/2007 - 05/19/2011

WELLS FARGO ADVISORS, LLC (JENKINTOWN PA)

NJ

02/23/2005 - 06/08/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

Not sure if Christine Mary Ahearn is right for you?

Licenses & Designations

BOTH

Issued 06/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christine Mary Ahearn. Review regulatory record here.
Not sure if Christine Mary Ahearn is right for you?