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Christine Rae Wessinger

Edelman Financial Engines

Boca Raton, FL

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-11-01
TX RA APPROVED 2018-11-01
  • FL RA
    APPROVED
    Since 2018-11-01
  • TX RA
    APPROVED
    Since 2018-11-01

Branch Locations

7900 Glades Road Suite 310, Boca Raton, FL 33430 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Services Llc Fairfax VA 07/2009 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 07/2009 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2009-07-17 → 2018-11-01
    Edelman Financial Services, Llc
    Boca Raton, FL
    Fairfax, VA
  • 2007-12-03 → 2009-07-20
    Edelman Financial Advisors Llc
    Fairfax, VA
  • 2006-08-11 → 2007-11-30
    Edelman Financial Services, Llc
    Fairfax, VA
  • 2005-02-01 → 2006-05-04
    Banc Of America Investment Services, Inc.
    Rockville, MD
    Rockville, MD
  • 2004-03-03 → 2005-02-04
    Truist Investment Services, Inc.
    Bethesda, MD
  • 2001-10-12 → 2002-08-08
    Ameriprise Financial Services, Llc
    Rockville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-11
  • S66 Uniform Combined State Law Examination
    2001-01-11
Designations
Other Names
  • Christine R Wessinger
  • Chrissy Rae Wessinger

View on SEC IAPD

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Other Investors

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Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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