Christine Warner (CRD# 4001584) is an Investment Advisor Representative working at Monticello Financial Advisors in Livonia, NY and has over 18 years of experience in the finance industry.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6538852
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monticello Financial Advisors, LLC | Mt. Pleasant, TX | Nov 2022 - Current | 1 |
| Monticello Financial Group LLC | Mt. Pleasant, TX | Apr 2021 - Current | 3 |
| Clarity Compliance | Livonia, NY | Jan 2016 - Current | 8 |
| Fortune Financial Services, Inc. | Monaca, PA | May 2017 - Mar 2021 | 3 |
| Mycroft Research, Llc/conservative Equity Advisors | Fort Plain, NY | Oct 2016 - Jan 2018 | 1 |
| Tompkins Financial Advisors/ensemble Financial Services | Pittsford, NY | Apr 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
| S63 | Uniform Securities State Law Examination | Jul 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management4MILLIONS
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Total Number of Accounts198ACCOUNTS
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Average Account Value$20,812
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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