Unclaimed
Christine Zuck is a financial professional with over 20 years of experience in the industry. Christine is registered as a broker-dealer and investment advisor representative in multiple states. Christine has worked with several firms including Cetera Investment Advisers LLC and Advisornet Wealth Partners. Christine is a Certified Financial Planner and provides financial planning, portfolio management, estate planning, and other advisory services.
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.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
11/29/2017 - 07/24/2020
LPL FINANCIAL LLC (FAIRFAX MN)
MN
01/12/2007 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (JORDAN MN)
MN
06/08/2004 - 01/10/2007
ASSOCIATED INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
IN
06/18/2003 - 11/13/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/18/2003 - 11/13/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
12/04/1997 - 09/08/1998
AAG SECURITIES, INC. (CINCINNATI OH)
IA
03/14/1995 - 12/10/1997
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 12/6/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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