Unclaimed
Christine Arlitt is an investment advisor representative with The Burney Co., registered with the state of Texas. Christine has been in the industry since 1988 and has earned the Series 65, Series 63, and Series 2 licenses. Christine specializes in providing financial planning, portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Tax preparation 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.
A percentage of the total value of assets under management is charged.
1
2
TX
01/02/1992 - Present
THE Burney Co. (HOUSTON TX)
IA
Issued 10/04/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1988
Series 2 - Non-Member General Securities Examination
Active
Inactive
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