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CM

Christine M. Moore

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CRD#: 5323834
CM

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 M Moore, who also goes by Christine M Guerrero, Christine Mary Guerrero, Christine Moore Guerrero, Christine Mary Moore, Christine Moore, was a registered financial professional .

Christine is a previously registered financial professional and started their career in finance in 2008. Christine had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christine M Guerrero | Christine Mary Guerrero | Christine Moore Guerrero | Christine Mary Moore | Christine Moore

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.
1.NAME OF OTHER BUSINESS: ERMAN RETIREMENT ADVISORY INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE ASSISTANT START DATE: 06/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADVISORY REPRESENTATIVE ASSISTANT 2.NAME OF OTHER BUSINESS: ERMAN RETIREMENT ADVISORY INVESTMENT RELATED: 06/2017 ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2017 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE MANAGER APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICE MANAGER

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

June 4, 2018 - December 31, 2022

ERMAN RETIREMENT ADVISORY

RIA
CRD#: 113903
SEAL BEACH, CA
Past

July 18, 2017 - September 21, 2022

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
SEAL BEACH, CA
Past

July 18, 2017 - September 21, 2022

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SEAL BEACH, CA
Past

December 5, 2013 - June 2, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GLENDALE, CA
Past

December 5, 2013 - June 2, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GLENDALE, CA
Past

February 10, 2011 - November 27, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
GLENDALE, CA
Past

February 9, 2011 - November 27, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
GLENDALE, CA
Past

May 9, 2009 - January 21, 2011

CROWELL, WEEDON & CO.

RIA
CRD#: 193
NEWPORT BEACH, CA
Past

May 9, 2009 - January 21, 2011

CROWELL, WEEDON & CO.

BD
CRD#: 193
NEWPORT BEACH, CA
Past

December 9, 2008 - January 20, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
COSTA MESA, CA
Past

July 2, 2008 - January 20, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
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
IAR
Series 66
Date: 12/8/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ER
ERMAN RETIREMENT ADVISORY
ERMAN RETIREMENT ADVISORY | ERMAN, HOWARD DALE

CRD#: 113903 / SEC#: 801-112846

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Contact information


Main Address
3020 Old Ranch Pkwy Suite 100, Seal Beach, CA 90740
Mailing Address
Phone number
(562) 546-6021
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Part 2 Brochures

ERMAN RETIREMENT ADVISORY PART 2A (2022) (2/9/2022)

Regulatory assets under management


Total Number of Accounts311
AUM (Assets Under Management)$ 210,521,000

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


ERMAN RETIREMENT ADVISORY

CRD#: 113903

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