Christine Schmitz is a registered investment advisor, based in Owings Mills, MD, with 30 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold.
Location
10711 Red Run Blvd; Suite 101, Owings Mills, MD, 21117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christine provides tax services and accounting through Glass Jacobson, and is also appointed with multiple insurance carriers selling annuities, taking about half of her time. She also serves as a Senior Financial Advisor for Glass Jacobson Investment Advisors LLC, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Heim, Young & Associates, INC.
Heim, Young & Associates, INC.Broker
Glass Jacobson Wealth Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Lm Financial Partners, INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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