Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Siebert is a registered investment advisor representative with Principal Asset Management. Christian has been in the financial services industry since 2017. Christian holds licenses for Series 6, 7TO, 63, 65 and the SIE exam. Christian has experience working with individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Charge on a cost allocation basis to principal life
1
2
IA
01/13/2021 - Present
Principal Asset Management (Des Moines IA)
IA
02/27/2018 - 11/08/2021
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
01/29/2016 - 09/06/2016
AXA ADVISORS, LLC (WEST DES MOINES IA)
IA
Issued 12/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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