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Christine Schiferl, AAMS, CRPS
Christine Schiferl, AAMS, CRPS
Financial Consultant
Christine Schiferl is a consultant with LPL Financial that specializes in Individual IRA/SEP/SIMPLE establishment, education and consultation, 401k/Profit Sharing consultation, stock/bond trading, college financial planning, and portfolio analysis and review. Christine is dedicated to client services.
Christine originally started in the financial services field during 1983 with the brokerage firm Raymond, James & Associates, initially as a stock auditor and sales liaison. Searching for a platform that would allow her to provide truly independent advice and investments, she moved to LPL in 2002. Christine is a fully licensed financial consultant, completing and maintaining her Series 7, 63, 65 and 24 held with LPL Financial and insurance licensing, serving clients in Arizona, California, Washington, Nevada, Illinois, and Florida. The “AAMS” designation represents Accredited Asset Management Specialist…an acronym which indicates an advanced course specializing in servicing the particular needs of sole proprietorships and partnerships.
Ms. Schiferl enjoys her responsibility and is vigilant in her attempt to grow, protect and manager her clients’ wealth and provide for their families well-being. This is accomplished by thorough investigation of each clients’ investment goals and experience, timeframe, risk tolerance, and needs. Coupled with a complete analysis of current investments and investment opportunities, a plan is created to help address each individual clients future goals. Christine views her chosen career as a calling that enables her to impart understanding, education, direction and confidence while developing valuable relationships. Her practice has been built on referrals from clientele who have placed their trust in her guidance, and have the confidence that can come from creating a valuable and prosperous long-term partnership.