Unclaimed
Chad Christensen is a financial advisor with over 20 years of experience in the financial services industry. Chad has a Series 7 and Series 63 license and has previously held a Series 65 license. Chad is currently registered with Pacific Select Distributors, LLC, which is a broker-dealer that specializes in the distribution of mutual funds and exchange-traded funds (ETFs). Prior to joining Pacific Select Distributors, LLC, Chad worked with LPL Financial LLC, First Western Advisors, American Express Financial Advisors Inc, IDS Life Insurance Company, and Fidelity Brokerage Services LLC. Chad is licensed in Arizona, California, Nevada, New Mexico, Texas, and Utah.
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.
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.
1
2
CA
05/10/2022 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
UT
09/10/2019 - 04/27/2022
LPL FINANCIAL LLC (DRAPER UT)
UT
11/15/2004 - 08/26/2019
FIRST WESTERN ADVISORS (SALT LAKE CITY UT)
MN
01/07/2003 - 11/24/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/07/2003 - 11/24/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
09/03/1999 - 12/13/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 01/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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