Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christel? Claim Your ProfileChristel Marie Covert is a financial advisor with over 30 years of experience in the industry. Christel is registered with Independent Financial Group, LLC and has held previous registrations with SAGEPOINT FINANCIAL, INC. and SENTRA SECURITIES CORPORATION. Christel is a Certified Financial Planner and holds Series 63, Series 7, and Series 24 licenses. Christel specializes in working with individuals, families, and businesses. Christel provides a wide range of financial services, including financial planning, investment management, and retirement planning. Christel also holds a CPA license and offers tax preparation and accounting services through Arizona Tax and Financial Advisors, PLLC.
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.
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AZ
10/12/2020 - Present
Independent Financial Group, LLC (TEMPE AZ)
AZ
10/31/2005 - 08/21/2009
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
01/24/1989 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 02/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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