Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Bules is a financial advisor who has been in the industry since 1990. Christine is registered with the state of Ohio as an Investment Advisor Representative. Christine works for Cornerstone Asset Management Services, Inc., which has offices in Broadview Heights, OH, and Lakewood, OH. Christine has worked for various firms, such as J.W. COLE FINANCIAL, INC., PROFESSIONAL ASSET MANAGEMENT, INC., and QUESTAR CAPITAL CORPORATION. Christine holds the Series 6 and Series 63 securities licenses and the SIE exam. Christine specializes in providing financial planning and portfolio management services to individuals and families. Christine is committed to providing her clients with personalized financial advice that helps them achieve their 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.
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.
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OH
01/24/2006 - Present
Cornerstone Asset Management Services, Inc. (BROADVIEW HEIGHTS OH)
OH
02/19/2010 - 08/25/2017
J.W. COLE FINANCIAL, INC. (ROCKY RIVER OH)
MI
08/31/2007 - 12/31/2009
PROFESSIONAL ASSET MANAGEMENT, INC. (TROY MI)
OH
01/05/2001 - 09/05/2007
QUESTAR CAPITAL CORPORATION (LAKEWOOD OH)
OH
02/20/1997 - 12/31/2000
NEXT ADVISORS INC. (GARFIELD HEIGHTS OH)
FL
10/01/1996 - 03/19/1997
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
NY
01/09/1990 - 02/20/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 04/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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