Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Wessinger is an Investment Advisor Representative at Edelman Financial Engines. Christine has been in the industry for over 20 years. She has a Series 7, 31, and 66 license, as well as the SIE exam. Christine is a Certified Financial Planner and has experience working with clients of various sizes.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
FL
11/01/2018 - Present
Edelman Financial Engines (BOCA RATON FL)
FL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BOCA RATON FL)
FL
08/29/2008 - 04/22/2016
SANDERS MORRIS HARRIS LLC (BOCA RATON FL)
MD
08/11/2006 - 11/30/2007
SMH CAPITAL INC. (BETHESDA MD)
MD
02/01/2005 - 05/04/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCKVILLE MD)
GA
03/10/2004 - 02/04/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MN
11/09/2001 - 08/08/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/09/2001 - 08/08/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
01/01/2001 - 10/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 1/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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