Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Heisel is an investment advisor representative with LPL Enterprise, LLC and has been in the industry since October 2006. Christian has a Series 6, Series 7TO, and Series 63 license as well as a Series 65 license, which allows Christian to provide investment advisory services in Montana and Texas. Christian is registered to provide investment advisory services in Montana and Texas. Christian also holds Series 7TO and Series 6 licenses, allowing Christian to offer a broad range of financial services. Christian has worked for several other financial institutions, including Empower Financial Services, Inc. and FBL Marketing Services, LLC. Christian’s primary location is at LPL Enterprise, LLC’s Mercer Island, WA office, where Christian primarily provides financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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2
WA
11/14/2024 - Present
LPL Enterprise, LLC (MERCER ISLAND WA)
MT
04/21/2016 - 11/08/2022
EMPOWER FINANCIAL SERVICES, INC. (HELENA MT)
MT
07/31/2006 - 02/02/2016
FBL MARKETING SERVICES, LLC (HELENA MT)
IA
Issued 06/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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