Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christie? Claim Your ProfileChristie Nichole Behunin is a registered investment advisor representative with Soltis Investment Advisors, LLC, located in St. George, Utah. Christie has been in the industry since 2007 and has a Series 7, Series 63, and Series 65 license. Christie focuses on providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Christie also has experience in the retail and hospitality industries and has worked as a triathlon coach and an eating disorder consultant.
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.
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.
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2
UT
09/15/2017 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
UT
10/15/2007 - 09/03/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 09/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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