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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 Rutt Schmitz is a financial advisor with Glass Jacobson Wealth Advisors. Christine has been in the industry since 1996 and has extensive experience providing financial advice to individual and institutional clients. Christine holds the Series 6, 7, 63, and 65 licenses and the SIE certification. Christine also works as a Certified Public Accountant (CPA) for Glass Jacobson. Christine is also a Registered Investment Advisor (IAR) for the firm.
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.
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.
Referral fees; revenues from educational product sales
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2
MD
10/16/2003 - Present
Glass Jacobson Wealth Advisors (OWINGS MILLS MD)
MD
10/17/2003 - 08/23/2024
TRIAD ADVISORS LLC (Owings Mills MD)
MN
09/23/2002 - 10/15/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
10/27/1999 - 09/20/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
LA
08/05/1996 - 09/30/1999
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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