Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Stafford Brand is a financial advisor who has been working in the industry since February 2000. Christine is registered with Avantax Advisory Services and has offices in Dallas, TX and Corona, CA. She is a registered representative with FINRA and holds Series 6, 7, 63, and 65 licenses. Christine also holds the Securities Industry Essentials (SIE) certification. In addition to her work at Avantax Advisory Services, Christine is also the owner of Brand Financial Services, a tax and financial services firm. Christine has experience in financial planning, portfolio management, and tax preparation. She is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/25/2024 - Present
Avantax Advisory Services (DALLAS TX)
TX
02/09/2000 - 06/25/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 01/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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