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Christine Moore

Christine Moore

Client Service Manager

Christine joined us as a Client Service Manager in 2017. 

She is a registered administrative assistant  with Cetera Advisor Networks. She comes to us with over 30 years of experience in the financial industry and customer service. After 20 years with U S Stock Transfer Corporation, a transfer agent in Glendale, CA, where she worked with corporate counsel having trades approved for affiliates and officers of publicly traded companies.

In 2007, she was invited to join Bank of America Investment Services in Costa Mesa, CA as a restricted stock specialist. After the merger of Banc of America Investment Services and Merrill Lynch, she worked as a client service associate at Crowell Weedon, Ameriprise and Merrill Lynch, gaining experience assisting clients with their financial advisor attending to their needs. Christine holds the Series 7, Series 66 registrations and California Life Accident and Health Insurance Licenses. CA Insurance License #0H32116