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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Christensen is a financial advisor who is currently registered with Trek Financial. Anthony Christensen has been in the industry for over 10 years. Prior to joining Trek Financial, Anthony Christensen worked at World Equity Group, Inc. and MML Investors Services, LLC. Anthony Christensen holds the Series 6, Series 7, Series 63, and Series 65 licenses. Anthony Christensen is also a Certified Financial Planner and Chartered Financial Consultant. Anthony Christensen specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
03/10/2016 - Present
Trek Financial (SCOTTSDALE AZ)
UT
05/10/2019 - 06/30/2020
PURSHE KAPLAN STERLING INVESTMENTS (St. George UT)
UT
03/04/2016 - 10/03/2018
WORLD EQUITY GROUP, INC. (Saint George UT)
UT
01/18/2010 - 03/09/2016
MML INVESTORS SERVICES, LLC (ST. GEORGE UT)
IA
Issued 07/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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