Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Price is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Christine has been in the financial industry since 1998. Christine has a wide range of experience, having worked previously at LPL FINANCIAL LLC, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, UBS FINANCIAL SERVICES INC., and RAYMOND JAMES & ASSOCIATES, INC. Christine is registered to offer investment advice in 32 states and the District of Columbia. Christine is a licensed investment advisor representative and is also licensed to sell securities.
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
MA
08/14/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
08/12/2014 - 06/21/2017
LPL FINANCIAL LLC (BOSTON MA)
MA
06/01/2009 - 11/14/2013
MORGAN STANLEY (BOSTON MA)
MA
05/04/2006 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
NJ
02/02/2001 - 05/04/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
FL
11/29/1995 - 12/22/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 08/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1995
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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