Unclaimed
Christina Lebeck is a Registered Representative and Investment Adviser Representative. Christina has been in the industry since December 31, 2021 and is currently registered with Wells Fargo Clearing Services, LLC. Christina has passed the Series 66, Series 7TO, Series 9, Series 10 and SIE exams. Christina works in Davenport, IA, Chicago, IL and Eldridge, IA. Christina has specialized in 1, 2, 4, 5, 6. Christina is also registered in Arkansas, Illinois, Iowa, Massachusetts, Utah, and Wisconsin.
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.
Investment consulting services to institutional clients
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.
1
2
IA
02/01/2022 - Present
Wells Fargo Clearing Services, LLC (Eldridge IA)
BOTH
Issued 01/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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