Christine Schwartz (CRD# 7350491) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnfield, MA and has over 2 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Lynnfield, MA | Apr 2023 - Current | 1 |
| Charles Schwab & Company, Inc. | Lynnfield, MA | Apr 2021 - Current | 3 |
| Unemployed | Mashpee, MA | Dec 2020 - Apr 2021 | < 1 |
| University Of Arizona | Tucson, AZ | Aug 2017 - Dec 2020 | 3 |
| Nelson Partners Student Housing | Tucson, AZ | Jun 2020 - Nov 2020 | < 1 |
| Zoe's Pizza | Mashpee, MA | Jun 2019 - Aug 2019 | < 1 |
| Tumbleweeds Gymnastics | Tucson, AZ | Jan 2019 - May 2019 | < 1 |
| Waterfall Tennis Academy | Hopkinton, MA | May 2015 - May 2018 | 3 |
| Hopkinton Public Schools | Hopkinton, MA | Aug 2005 - May 2017 | 11 |
| Yogurt Beach | Hopkinton, MA | Oct 2015 - Jun 2016 | < 1 |
| Popponessett Beach Company | Mashpee, MA | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- CT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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