Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christen? Claim Your ProfileChristen Blodgett is a wealth management advisor and insurance agent. Christen has been in the financial services industry since 2008 and currently works with Cetera Investment Advisers LLC. Christen has extensive experience providing financial planning and investment advice to individuals, families, and businesses. Christen is also active in the community and volunteers with youth mentorship programs.
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.
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.
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CA
03/21/2024 - Present
Cetera Investment Advisers LLC (SAN JOSE CA)
CA
01/11/2011 - 11/01/2013
FOOTHILL SECURITIES, INC. (MILPITAS CA)
CA
11/04/2008 - 01/06/2011
CUNA BROKERAGE SERVICES, INC. (MILPITAS CA)
BOTH
Issued 1/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/3/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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