Christine Backel, financial advisor Whitestone NY

Christine Backel

CRD Number: 6930894
Current Firm: United Financial Planning Group LLC

Christine Backel (CRD# 6930894) is an Investment Advisor Representative working at United Financial Planning Group LLC in Whitestone, NY and has 1 year of experience in the finance industry. Christine Backel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
United Financial Planning Group, LLC Hauppauge, NY Feb 2022 - Current 1
Aurora Consulting Insights Ltd Whitestone, NY Jan 2021 - Current 2
New York State Department Of Financial Services New York, NY Aug 2019 - Current 4
Marijean A. Celmer, Cpa, Pc Whitestone, NY May 2017 - Current 6
United Financial Planning Group, LLC Hauppauge, NY Feb 2020 - Feb 2022 2
Gm Advisory Group Melville, NY Oct 2018 - Aug 2019 < 1
Strategies For Wealth Dba Cornerstone Wealth Advisory Jericho, NY Feb 2018 - Oct 2018 < 1
Gassman Financial Group New York, NY Aug 2016 - May 2017 < 1
Grassi & Co Jericho, NY Aug 2013 - Aug 2016 3

Christine Backel has no recent exams reported.
Contact Info for Christine A. Backel
Phone Number: (631) 234-0871
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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