Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billie? Claim Your ProfileBillie Joan Christiansen is a financial advisor currently registered with Russell Investments in Milwaukee, WI. Billie has been in the financial services industry since 2011. Billie has Series 66, Series 7 and SIE licenses and is registered in several states including Iowa, Minnesota, Nebraska, Washington and Wisconsin. Billie has experience working with high net worth individuals, investment companies, charitable organizations, pension and profit-sharing plans, corporations, individuals, and pooled investment vehicles. Billie is also experienced with portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
01/03/2018 - Present
Russell Investments (Milwaukee WI)
WI
12/12/2011 - 12/11/2017
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
02/14/2008 - 02/05/2009
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
BOTH
Issued 03/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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