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Christine M. Kruse

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CRD#: 4859680
CK

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 Marinec Kruse, who also goes by Chris Marinec Kruse, Chris Marinec, Christine Nina Marinec, was a registered financial professional .

Christine is a previously registered financial professional and started their career in finance in 2005. Christine had worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Marinec Kruse | Chris Marinec | Christine Nina Marinec

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

July 12, 2018 - February 27, 2019

LUCIA SECURITIES, LLC

BD
CRD#: 37179
NEWPORT BEACH, CA
Past

November 25, 2014 - July 19, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

February 2, 2010 - December 3, 2012

CAREY FINANCIAL, LLC

BD
CRD#: 15246
NEW YORK, NY
Past

August 31, 2006 - April 15, 2009

HINES PRIVATE WEALTH SOLUTIONS LLC

BD
CRD#: 128145
HOUSTON, TX
Past

February 16, 2006 - September 20, 2006

AMREIT SECURITIES COMPANY

BD
CRD#: 47041
HOUSTON, TX
Past

January 11, 2005 - January 30, 2006

CAMBRIDGE LEGACY SECURITIES L.L.C.

BD
CRD#: 103722
DALLAS, TX

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: 8/21/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LS
LUCIA SECURITIES, LLC
HELIX TRADING LLC | LUCIA SECURITIES, LLC | LUCIA FINANCIAL LLC | HELIX TRADING, L.P.

CRD#: 37179 / SEC#: , 8-47643

BD
Terminated by SEC on 03/01/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/05/2001
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LUCIA CAPITAL GROUP, LLCHOLDING COMPANY
LUCIA, RAYMOND JOSEPH JRCEO4504365
ONEAL, TIY LYNNPRESIDENT1868302
PALERMO, VIKTORIA IRENACCO4769903
TUNE, MARGARITA VPFO/ POO5463706

Disclosures


Regulatory Event1
Civil Event1

Red Flags


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

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Company Information


LUCIA SECURITIES, LLC

CRD#: 37179

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