Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Christensen is a financial advisor with United Planners' Financial Services of America A Limited Partner. Chris has been in the industry since 1996, and has a wide range of experience. Chris has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals. In addition to his role at United Planners' Financial Services of America A Limited Partner, Chris is also the President of Christensen Financial Services Inc., a non-variable insurance company in Angleton, TX. Chris has a deep understanding of the financial services industry, and is committed to providing his clients with the highest level of service.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/22/2017 - Present
United Planners' Financial Services OF America A Limited Partner (ANGLETON TX)
TX
08/03/2010 - 07/31/2013
LPL FINANCIAL LLC (ANGLETON TX)
TX
10/31/2008 - 08/04/2010
SAGEPOINT FINANCIAL, INC. (ANGLETON TX)
TX
09/09/2003 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (ANGLETON TX)
TX
07/09/1996 - 09/11/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 09/07/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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