Unclaimed
Christine Neilson is a financial advisor with Investment Research Corp. Christine has been working in the financial industry since April 1994 and is registered to provide investment advice in multiple states including California, Missouri, New York, Oregon, and Washington. Christine has experience providing financial planning and portfolio management services to individuals, businesses, and investment companies. Christine is committed to helping her clients achieve their financial goals.
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.
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.
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
CO
02/08/2024 - Present
Investment Research Corp. (DENVER CO)
CA
05/24/2018 - 02/14/2024
MML INVESTORS SERVICES, LLC (Rancho Mirage CA)
WA
02/05/2016 - 04/20/2018
HORACE MANN INVESTORS, INC. (Federal Way WA)
WA
06/28/2013 - 01/25/2016
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SEATTLE WA)
WA
12/01/2006 - 07/19/2013
QUESTAR CAPITAL CORPORATION (SEATTLE WA)
CA
10/18/2000 - 12/01/2006
USALLIANZ SECURITIES, INC. (LOS ANGELES CA)
MN
06/09/2000 - 10/10/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
08/05/1996 - 04/24/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
04/21/1995 - 07/31/1996
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
MA
11/16/1993 - 03/08/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/16/1993 - 03/08/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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