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CF

Christine M. Flynn Bazzini

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CRD#: 1233480
CF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christine Marie Flynn Bazzini, who also goes by Christine Marie Flynn, Christine Marie Flynn-bazzini, Christine Flynn Muttersbach, Christine M Muttersbach, Christine Marie Muttersbach, Flynn Muttersbach, was a registered financial professional .

Christine is a previously registered financial professional and started their career in finance in 1984. Christine had worked at 21 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 53, Series 4, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christine Marie Flynn | Christine Marie Flynn-Bazzini | Christine Flynn Muttersbach | Christine M Muttersbach | Christine Marie Muttersbach | Flynn Muttersbach

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 29, 2019 - October 29, 2020

STRATEGIC MARKETING SOLUTIONS LTD., LLC

BD
CRD#: 145577
SAUSALITO, CA
Past

August 8, 2018 - June 4, 2020

VISTA POINT ADVISORS, LLC

BD
CRD#: 157502
SAN FRANCISCO, CA
Past

March 27, 2018 - April 28, 2020

STORY3 ADVISORS LLC

BD
CRD#: 289456
PACIFIC PALISADES, CA
Past

January 10, 2018 - November 5, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Orlando, FL
Past

August 16, 2016 - June 15, 2020

FINANCIAL TELESIS INC

BD
CRD#: 31012
SAN RAFAEL, CA
Past

January 2, 2015 - June 26, 2018

RUTBERG & COMPANY, LLC

BD
CRD#: 113392
SAN FRANCISCO, CA
Past

November 7, 2014 - July 5, 2016

FINANCIAL TELESIS INC

BD
CRD#: 31012
SAN RAFAEL, CA
Past

September 24, 2014 - November 20, 2018

HUB INTERNATIONAL INVESTMENT SERVICES INC.

RIA
CRD#: 150252
Orlando, FL
Past

September 12, 2014 - November 5, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Orlando, FL
Past

June 30, 2014 - August 28, 2014

RELIANCE CAPITAL MANAGEMENT ADVISORS LLC

BD
CRD#: 131793
HALF MOON BAY, CA
Past

January 31, 2014 - November 20, 2018

HUB INTERNATIONAL INVESTMENT SERVICES INC.

BD
CRD#: 150252
KANSAS CITY, MO
Past

May 1, 2013 - February 13, 2015

QUANTUMWAVE CAPITAL INC.

BD
CRD#: 160234
GEORGETOWN, CA
Past

February 11, 2013 - October 29, 2020

BRIDGE STREET SECURITIES, LLC

BD
CRD#: 152109
SAN FRANCISCO, CA
Past

January 11, 2013 - September 12, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
SAN RAFAEL, CA
Past

September 24, 2012 - July 23, 2013

GOTTEX BROKERS ALTERNATIVE USA INC.

BD
CRD#: 159849
LOS ANGELES, CA
Past

August 10, 2012 - December 8, 2016

ACKRELL CAPITAL, LLC

BD
CRD#: 129847
SAN FRANCISCO, CA
Past

November 14, 2011 - July 8, 2021

AURUS ADVISORS, INC.

BD
CRD#: 128096
PONTE VEDRA BEACH, FL
Past

April 23, 2010 - September 2, 2010

WINDFALL SECURITIES LLC

BD
CRD#: 147779
SAN FRANCISCO, CA
Past

August 24, 2005 - July 12, 2010

FOOTHILL SECURITIES, INC.

RIA
CRD#: 1027
Santa Clara, CA
Past

April 23, 1998 - March 2, 2000

KIPLING CAPITAL, INC.

BD
CRD#: 41196
MILL VALLEY, CA
Past

October 2, 1989 - December 31, 2016

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
Santa Clara, CA
Past

November 3, 1988 - October 7, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

November 4, 1987 - November 3, 1988

CHRISTOPHER WEIL & COMPANY, INC

BD
CRD#: 6566
Past

April 30, 1986 - December 8, 1986

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

February 24, 1984 - May 22, 1986

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/9/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SM
STRATEGIC MARKETING SOLUTIONS LTD., LLC
STRATEGIC MARKETING SOLUTIONS LTD., LLC

CRD#: 145577 / SEC#: , 8-67741

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
2302b Bridgeway, Sausalito, CA 94965
Mailing Address
2302b Bridgeway, Sausalito, CA 94965
Phone number
(415) 298-8939
Established
California since 09/21/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TER HEUN PYEATT, PATRICIA TOTTENMANAGING MEMBER, CCO, EXECUTIVE REPRESENTATIVE1407495
COLLINS, ELIZABETH SARAHCFO/FINOP4714831

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRATEGIC MARKETING SOLUTIONS LTD., LLC

CRD#: 145577

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