Unclaimed
Christine Paige Alexander is a financial advisor with LPL Financial LLC and has been in the industry since June 2010. She is registered with the state of California as a both a Registered Representative and an Investment Advisor Representative. Christine has experience working with Union Bank and Unionbanc Investment Services, LLC. Christine holds a Series 6, 7TO, 63, and 65 license as well as the SIE. She also holds certifications in 1, 2, 3, 4, 5 and 6. Christine specializes in working with individuals, corporations, trusts, and businesses. She offers financial planning, portfolio management, and consulting 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.
Consulting and other non-discretionary advisory services
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
CA
04/15/2019 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
11/01/2011 - 04/15/2019
UNIONBANC INVESTMENT SERVICES, LLC (NORTHRIDGE CA)
MA
05/17/2004 - 09/16/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 07/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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