Unclaimed
Christine Stafstrom is an investment advisor representative with Ingalls & Snyder, LLC. Christine has been in the industry since July 30, 2015. Christine is registered with the state of Connecticut and New York. Christine specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. Christine is a registered principal and holds the Series 66, Series 7, Series 24, and SIE licenses. Christine's previous employers include J.P. Morgan Securities LLC, People's Securities, Inc., and First Republic Securities Company, LLC.
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.
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.
Please see "miscellaneous" on schedule d.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
08/03/2023 - Present
Ingalls & Snyder, LLC (NEW YORK NY)
NY
12/12/2022 - 07/16/2023
J.P. MORGAN SECURITIES LLC (New York NY)
CT
01/09/2017 - 09/12/2022
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
NY
02/19/2015 - 11/14/2016
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
BOTH
Issued 05/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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