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Christine Bowe is an Investment Advisor Representative at Empirical Wealth Management. Christine has been in the industry since 2014 and has experience with Transamerica Financial Advisors, Inc. and World Group Securities, Inc. Christine has a Series 63, Series 6, and Series 65 license, and she has been an Independent Contractor with World Financial Group since 2013, and a managing broker with Empirical Real Estate Services, Inc. Christine is also a registered Real Estate Broker in California. Christine specializes in working with high-net-worth individuals, corporations or other businesses, and pooled investment vehicles.
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.
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.
Tax preparation and insurance services
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.
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2
CA
02/19/2024 - Present
Empirical Wealth Management (IRVINE CA)
CA
09/29/2014 - 09/14/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TUSTIN CA)
CA
10/31/2006 - 05/02/2007
WORLD GROUP SECURITIES, INC. (ORANGE CA)
IA
Issued 02/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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