Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christi? Claim Your ProfileChristi Suzanne Powell is an Investment Advisor Representative with Perissos Private Wealth Management in Bethany, OK. Christi is also registered as an Investment Advisor Representative in Texas. Christi holds a Series 65 license. She is a Certified Financial Planner. Christi has been in the financial industry since June 2007 and has a strong focus on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients.
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.
1
2
OK
12/15/2023 - Present
Perissos Private Wealth Management (BETHANY OK)
IA
Issued 07/17/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Christi Powell is the right advisor for you? Invested Better is here to help.
