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 Scott is a financial advisor with over eight years of experience in the financial services industry. Christine has held positions at several firms including Merrill Lynch, Securian Financial Services, Inc., Commonwealth Financial Network, and Triad Advisors. Christine is currently a registered representative with Osaic Advisory Services, LLC, where she provides financial planning and investment management services to individuals, businesses, and charitable organizations. Christine holds the Series 7 and Series 66 licenses and the SIE exam. She is also a member of the West Chester Rotary and serves on the local Rotary board. Christine is passionate about helping clients achieve their financial goals and is committed to providing personalized service.
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.
A percentage of the total value of assets under management is charged.
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2
GA
01/20/2021 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
PA
01/20/2021 - 08/23/2024
TRIAD ADVISORS LLC (West Chester PA)
PA
10/01/2019 - 01/20/2021
COMMONWEALTH FINANCIAL NETWORK (West Chester PA)
PA
05/12/2017 - 10/07/2019
SECURIAN FINANCIAL SERVICES, INC. (WEST CHESTER PA)
PA
05/18/2016 - 05/04/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
BOTH
Issued 06/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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