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Christine L. Todd

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CRD#: 1884665
CT

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 Lee Todd, who also goes by Christine Lee Hegenbart, Christine Aegenbart Psyhogeos, Christine Hegenbart Psyhogeos, Christine Aegenbart Todd, Christine Hegenbart Lee Todd, was a registered financial professional .

Christine is a previously registered financial professional and started their career in finance in 1997. Christine had worked at 3 firms and has passed the Series 63, Series 65 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christine Lee Hegenbart | Christine Aegenbart Psyhogeos | Christine Hegenbart Psyhogeos | Christine Aegenbart Todd | Christine Hegenbart Lee Todd

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

August 17, 2018 - March 14, 2019

NEIGHBORLY INVESTMENTS

RIA
CRD#: 290141
BOSTON, MA
Past

January 15, 1999 - February 15, 2018

STANDISH

RIA
CRD#: 113972
BOSTON, MA
Past

March 12, 1997 - December 31, 2004

MELLON FUNDS DISTRIBUTOR, L.P.

BD
CRD#: 39414
BOSTON, MA

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
RR
Series 63
Date: 3/10/1997
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


NI
NEIGHBORLY INVESTMENTS
NEIGHBORLY INVESTMENTS | NEIGHBORLY INVESTMENTS LLC

CRD#: 290141 / SEC#: 801-112811

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Contact information


Main Address
135 West 41st Street 3rd Floor, New Yok, NY 10036
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

NEIGHBORLY INVESTMENTS FORM ADV PART 2A (2/26/2019)

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


NEIGHBORLY INVESTMENTS

CRD#: 290141

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