Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Herbolsheimer is a financial advisor with Sorrento Pacific Financial, LLC, in Bay City, MI. Christine has been working in the financial services industry since August 18, 2000, and has extensive experience in securities and investment advisory services. Christine has a variety of designations and licenses, including the Series 6, 7, and 66 securities registrations, as well as the SIE exam. Christine specializes in financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.
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.
1
2
MI
10/22/2018 - Present
Sorrento Pacific Financial, LLC (Bay City MI)
MI
07/01/2013 - 08/17/2018
CUSO FINANCIAL SERVICES, L.P. (BAY CITY MI)
MI
01/06/2010 - 06/28/2013
INVESTMENT CENTERS OF AMERICA, INC. (BAY CITY MI)
MI
03/28/2007 - 12/16/2009
MADISON AVENUE SECURITIES, INC. (BAY CITY MI)
MI
05/24/2000 - 03/29/2007
THRIVENT INVESTMENT MANAGEMENT INC. (SAGINAW MI)
BOTH
Issued 10/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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