Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Noelle Smith is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christine has been in the financial services industry since April 1996 and has a strong track record of success. Christine provides a wide range of financial services to individuals, families, and businesses, including portfolio management, financial planning, and retirement planning. Christine is committed to helping her clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
03/04/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DOYLESTOWN PA)
PA
04/25/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DOYLESTOWN PA)
PA
07/12/2000 - 05/01/2008
CITIGROUP GLOBAL MARKETS INC. (DOYLESTOWN PA)
NC
03/16/2000 - 05/03/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
12/14/1995 - 01/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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