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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Gillespie is a registered investment advisor representative and financial advisor with Wealthpenn.comllc. Christine Gillespie has 10+ years of experience in the financial industry and is licensed to provide investment advice in multiple states, including Arizona, Michigan, and Texas. Christine Gillespie holds several professional licenses and certifications, including Series 6, 7, 63, and 65. Christine Gillespie has worked for several major financial institutions, including J.P. Morgan Securities LLC and Chase Investment Services Corp. Prior to joining Wealthpenn.comllc, Christine Gillespie was with Morgan Stanley Smith Barney LLC. Christine Gillespie has a strong track record of providing personalized financial advice to individuals and families. Christine Gillespie's areas of expertise include investment management, retirement planning, and estate planning. Christine Gillespie works closely with her clients to develop customized financial plans that meet their individual needs. Christine Gillespie is committed to providing her clients with the highest level of service and expertise.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
03/26/2020 - Present
Wealthpenn.comllc (Scottsdale AZ)
MI
10/01/2012 - 04/16/2014
J.P. MORGAN SECURITIES LLC (ORCHARD LAKE MI)
MI
08/16/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ORCHARD LAKE MI)
IA
Issued 6/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 8/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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