Unclaimed
Christian Jensen is a financial advisor with over 30 years of experience in the industry. Currently, Christian Jensen works with Robert W. Baird & Co. Inc. and has been with them since November 2014. Christian Jensen has previously worked with MCADAMS WRIGHT RAGEN, INC., WELLS FARGO INVESTMENTS, LLC, WELLS FARGO BROKERAGE SERVICES, L.L.C., U.S. BANCORP SECURITIES and U.S. FINANCIAL SECURITIES, INC.. Christian Jensen holds licenses for Series 63, 65, 7, 9, 10, 52TO, 53, 72, and SIE exams.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Manson WA)
WA
10/22/2010 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (ANACORTES WA)
WA
04/04/1996 - 11/01/2010
WELLS FARGO INVESTMENTS, LLC (ANACORTES WA)
MN
04/24/2001 - 12/31/2003
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
OR
05/29/1990 - 04/08/1996
U.S. BANCORP SECURITIES (PORTLAND OR)
NA
11/13/1990 - 12/31/1990
U.S. FINANCIAL SECURITIES, INC.
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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