Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Yormack is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in CORAL GABLES, Florida. Christine has been in the financial services industry for over 12 years. Christine has Series 7, Series 63, and Series 24 licenses. Christine has a strong track record of providing financial advice to individuals and businesses. She is a dedicated professional 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/11/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
NY
05/10/2019 - 07/17/2019
BOFA SECURITIES, INC. (NEW YORK NY)
FL
01/02/2013 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
FL
04/19/2010 - 09/12/2012
J.P. MORGAN SECURITIES LLC (MIAMI FL)
IA
Issued 05/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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