Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Mary Holehan is a financial advisor with Stifel, Nicolaus & Company, Inc. Christine has been a registered representative in the securities industry since 2003. Christine specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Christine is licensed in 38 states and the District of Columbia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
03/06/2006 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
NC
07/01/2003 - 03/07/2006
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
04/23/2003 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/03/2003 - 04/17/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 04/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christine Holehan is the right advisor for you? Invested Better is here to help.
