About Christine Lynn

I’m honored to be recognized as one of the most accomplished investment advisors in the United States, with multiple awards that reflect my dedication and impact in the field.

My expertise is the result of years of hard work, continuous learning, and real-world experience. Over the course of my career, I’ve remained deeply committed to delivering consistent results and building lasting relationships with my clients, many of whom trust me to guide their families toward long-term financial success.

I believe that choosing an investment advisor with a proven track record is critical, and my experience is one of the main reasons why so many households continue to place their confidence in me.

I bring both professional insight and personal care into every client relationship. What drives me most is the joy of helping individuals and families improve their financial outlook, putting smiles on faces and helping people build lives filled with hope, purpose, and lasting security.

My Services

Financial Consulting & Investment Planning

Tailored guidance to help you grow, manage, and protect your wealth with smart, long-term strategies. Professional portfolio management on investment equity on constant returns and avoiding leverage risks.

Stock Brokerage

Buy, sell, and manage stocks with expert support to help you maximize returns and reduce risk.

Digital Currency Trading & Investment

Explore crypto markets confidently with strategies designed for growth and risk control in a fast-moving space.

Retirement Planning & Strategy

Build a secure future with personalized retirement plans that align with your goals and lifestyle.

REIT Funds (Real Estate Investment Trusts)

Invest in real estate under brokerage management, earn passive income through professionally managed REIT portfolios.

Work History

Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

108 N FRONT ST, KINGSTON, NY 12401


Registered with this firm since 10/14/2022

CRD#:7691

Briefcase icon

Broker

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED .

108 N FRONT ST, KINGSTON, NY 12401


Registered with this firm since 6/1/2009

CRD#:7691

Briefcase icon

Broker

WELLS FARGO CLEARING SERVICES, LLC

KINGSTON, NY


12/09/2010 - 01/10/2017

CRD#:19616

Briefcase icon

Broker

MORGAN STANLEY SMITH BARNEY

KINGSTON, NY


06/01/2009 - 04/28/2010

CRD#:149777

Briefcase icon

Broker

CITIGROUP GLOBAL MARKETS INC.

KINGSTON, NY


12/21/1999 - 06/01/2009

CRD#:7059

Briefcase icon

Brokerage Certification Exams

Principal/Supervisory Exams

General Securities Sales Supervisor - General Module Examination (S10) Series 10

10/12/2005

General Securities Sales Supervisor - Options Module Examination (S9) Series 9

08/24/2005

General Industry/Product Exams

Securities Industry Essentials Examination (SIE) SIE

Sep 15, 1992

General Securities Representative Examination (S7) Series 7

12/20/1999

State Securities Law Exams

Uniform Combined State Law Examination (S66) Series 66

09/30/2022

Uniform Securities Agent State Law Examination (S63) Series 63

10/20/2000