Unclaimed
Cristine Bodkin is an experienced financial advisor with over 10 years of experience in the financial services industry. Cristine is currently registered with J.P. Morgan Securities LLC and has previously been registered with CHASE INVESTMENT SERVICES CORP.. Cristine specializes in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Cristine holds the Series 6 and Series 63 licenses as well as the SIE exam. Cristine is committed to providing her clients with personalized financial advice that meets their unique needs.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
10/01/2012 - Present
J.p. Morgan Securities LLC (SUN CITY AZ)
AZ
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUN CITY AZ)
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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