Christine Halchak
CRD Number: 4140929Current Firm: United Planners' Financial Services Of America A Limited Partner
Christine Halchak (CRD# 4140929) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Clearwater, FL and has over 17 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Apr 2021 - Current | 3 |
| W.j. Voege Financial Services, Inc. | Clearwater, FL | Jan 2021 - Current | 3 |
| Christine Halchak | Clearwater, FL | Jan 2000 - Current | 24 |
| Securities America, Inc. | Clearwater, FL | Jul 2020 - Apr 2021 | < 1 |
| Securities America Advisors, Inc. | Clearwater, FL | Jul 2020 - Apr 2021 | < 1 |
| Investacorp Advisory Services | Miami Lakes, FL | May 2008 - Jul 2020 | 12 |
| Investacorp,inc. | Maimi Lakes, FL | Feb 2000 - Jul 2020 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- FL
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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