Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Keating Fandrich is a financial advisor with over 17 years of experience in the industry. Christa is registered with Principal Securities, Inc. and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Christa has a wide range of experience in financial planning, investment management, and retirement planning. Christa is committed to helping clients achieve their financial goals and providing them with the guidance they need to make informed financial decisions.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
CA
10/21/2023 - Present
Principal Securities, Inc. (WEST HOLLYWOOD CA)
IN
05/19/2020 - 07/10/2023
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NJ
10/28/2014 - 05/13/2020
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CA
06/13/2008 - 01/14/2013
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
08/12/2006 - 05/21/2008
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
MN
03/24/2005 - 08/12/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BOTH
Issued 06/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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