Unclaimed
Christine Chew is a financial professional with over 20 years of experience in the industry. Christine has a strong background in investment products and services, holding both Series 6 and SIE licenses. Christine is currently registered with GWN Securities Inc., a firm with a strong focus on providing financial planning and portfolio management services to both individuals and businesses. Previously, Christine was associated with firms like Medallions Investment Services, Inc., NYLIFE Securities Inc., and H.D. Vest Investment Services, providing her with a diverse understanding of the industry and client needs.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
11/02/2009 - Present
GWN Securities Inc. (ORLANDO FL)
FL
02/14/2006 - 11/16/2009
MEDALLION INVESTMENT SERVICES, INC. (ORLANDO FL)
NY
11/21/2002 - 03/01/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
TX
11/24/1999 - 12/13/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MO
11/26/1997 - 10/01/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
GA
06/13/1997 - 10/27/1997
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christine Chew is the right advisor for you? Invested Better is here to help.