Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Arlene Coon is an investment advisor representative who has been in the industry for over 30 years. Christy is currently registered with Great Lakes Advisors, LLC and has been with the firm since June 2011. Previously, Christy worked for Wayne Hummer Investments L.L.C., J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., BANC ONE SECURITIES CORPORATION, WINTHROP FINANCIAL SERVICES, INC., LONG GROVE TRADING CO., PRUDENTIAL SECURITIES INCORPORATED, THOMSON MCKINNON SECURITIES INC., and DEAN WITTER REYNOLDS INC.. Christy holds the Series 7, 63, and 65 licenses and has the Certified Financial Planner designation. Christy's specializations include portfolio management for individuals, businesses, and investment companies, and financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fulcrum fee; asset-based fee contingent on performance
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2
IL
06/20/2011 - Present
Great Lakes Advisors, LLC (CHICAGO IL)
IL
06/17/2011 - 12/31/2013
WAYNE HUMMER INVESTMENTS L.L.C. (LAKE FOREST IL)
IL
10/01/2008 - 06/14/2011
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
02/23/2006 - 07/01/2006
BANC ONE SECURITIES CORPORATION (WILMETTE IL)
IL
10/31/2003 - 01/14/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
03/04/1996 - 09/04/1996
WINTHROP FINANCIAL SERVICES, INC. (NEW YORK NY)
MA
03/27/1991 - 12/31/1995
LONG GROVE TRADING CO. (BOSTON MA)
NY
08/25/1989 - 03/27/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/18/1989 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NY
02/26/1985 - 04/27/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/21/1984 - 12/17/1984
CHESLEY AND DUNN, INC.
BOTH
Issued 11/04/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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