William J. Christie
Professional summary
William James Christie Jr, who also goes by Bill Christie, William James Christie Jr, William James Christie, is a registered financial advisor currently at JM&A GROUP DEALERSHIP INSURANCE SERVICES located in North Haven, Connecticut.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William James Christie Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 11, 2024 - Present
JM&A GROUP DEALERSHIP INSURANCE SERVICES
July 13, 2021 - January 4, 2024
MML INVESTORS SERVICES, LLC
April 27, 2016 - July 9, 2021
ALLSTATE FINANCIAL SERVICES, LLC
September 23, 2014 - April 13, 2016
CITIZENS SECURITIES, INC.
January 30, 2006 - September 26, 2014
ALLSTATE FINANCIAL SERVICES, LLC
March 25, 2003 - January 26, 2006
PARK AVENUE SECURITIES LLC
June 13, 2002 - March 3, 2003
MML INVESTORS SERVICES, LLC
September 14, 2001 - March 3, 2003
MML INVESTORS SERVICES, LLC
December 20, 1995 - November 29, 2000
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/11/2024)
(9/12/2024)
(4/22/2025)
(4/17/2025)
Exams
Current Firm
JM&A GROUP DEALERSHIP INSURANCE SERVICES
CRD#: 331423 / SEC#:
Contact information
Red Flags
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