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.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Financial Planning Group, LLC | Hauppauge, NY | Feb 2022 - Current | 2 |
| Aurora Consulting Insights Ltd | Whitestone, NY | Jan 2021 - Current | 3 |
| 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 |
- NY
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Total Assets Under Management244MILLIONS
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Total Number of Accounts732ACCOUNTS
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Average Account Value$333,819
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NJ, NY, TX
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