Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christeen? Claim Your ProfileChristeen Reeg is a financial advisor with Captrust in Folsom, CA. Christeen has been in the financial services industry since 1994 and has a broad range of experience in providing financial advice to individuals and businesses. Christeen is registered with the Securities and Exchange Commission (SEC) and holds the following licenses: Series 63, Series 24, and Series 7. Christeen is also a registered investment advisor representative in California and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/01/2021 - Present
Captrust (Folsom CA)
CA
01/05/2004 - 03/05/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FOLSOM CA)
CA
03/15/1994 - 01/05/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
BC
Issued 05/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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