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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Ekberg is a financial advisor at Edward Jones in Carmel, CA. Christian has been in the financial industry since October 2002. Christian holds the Series 7, Series 63, and Series 65 securities licenses, and is registered to provide investment advice in California and Texas. Prior to joining Edward Jones, Christian worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UnionBanc Investment Services, LLC, BanCal Investment Services, Inc., Smith Barney Inc., Lehman Brothers Inc. and Prudential-Bache Securities Inc. Christian focuses on providing financial planning and investment advice to individuals, corporations, partnerships, and other businesses.
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.
See schedule d - miscellaneous
1
2
CA
07/08/2024 - Present
Edward Jones (CARMEL CA)
CA
03/06/2023 - 03/11/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)
CA
04/01/1996 - 09/17/2007
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
NA
11/16/1995 - 04/01/1996
BANCAL INVESTMENT SERVICES, INC.
NY
07/31/1993 - 07/14/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
02/11/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/17/1985 - 02/14/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/26/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
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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