Unclaimed
Christian Ray is a financial advisor at Captrust. Christian has been in the financial services industry since 2007. Christian has experience working with various clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Christian has a Series 6, Series 7, and Series 63 license. Christian is also a Certified Financial Planner.
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.
1
2
MN
04/21/2023 - Present
Captrust (Minnetonka MN)
MN
11/10/2015 - 04/18/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)
MN
08/14/2010 - 09/29/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
11/25/2008 - 08/09/2010
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
06/12/2007 - 09/05/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAGAN MN)
BC
Issued 03/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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