Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Real estate investment and management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
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)
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
Active
Inactive
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