Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Tracey Julka is a financial advisor with over 16 years of experience in the industry. Christine has worked with Pinnacle Investments, LLC since 2021. Christine is a registered representative with the state of New York and is also a registered investment advisor. Christine has a variety of experience, including working with MML Investors Services, LLC, NYLIFE Securities LLC and A. G. Edwards & Sons, Inc.. Christine holds a Series 66, Series 7 and SIE license. Christine is dedicated to providing her clients with personalized financial advice and services. Christine is an experienced financial advisor who 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
04/12/2021 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
NY
10/06/2009 - 04/07/2016
MML INVESTORS SERVICES, LLC (SYRACUSE NY)
NY
11/12/2007 - 05/18/2009
MML INVESTORS SERVICES, INC. (EAST SYRACUSE NY)
NY
04/21/2005 - 07/31/2007
NYLIFE SECURITIES LLC (E. SYRACUSE NY)
MO
01/09/2003 - 10/22/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 01/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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