Unclaimed
Christel Denise Good has been in the financial services industry since 1998 and is currently registered as an investment advisor representative with Oppenheimer & Co. Inc. in Leawood, Kansas. Christel has previously held positions with Wachovia Securities, LLC, Prudential Securities Incorporated, George K. Baum & Company and Securities America, Inc. Christel is licensed to conduct business in Kansas, Missouri and New York and is a Series 7, Series 9, Series 10, Series 63 and Series 65 licensed professional. Christel offers portfolio management for individuals, businesses and pooled investment vehicles, financial planning and selection of other advisors.
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.
Earned based on transactions or products sold.
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.
1
2
KS
04/07/2021 - Present
Oppenheimer & Co. Inc. (LEAWOOD KS)
KS
07/01/2003 - 10/02/2006
WACHOVIA SECURITIES, LLC (OVERLAND PARK KS)
NY
12/19/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
01/21/1999 - 12/15/2000
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
NE
05/14/1998 - 10/27/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 05/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/21/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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