Unclaimed
Christine Zantiny is a financial advisor who has been in the industry since 2004. Christine is currently registered with Robert W. Baird & Co. Inc. and is licensed in Kansas and Wisconsin. Previously Christine worked at UMB Distribution Services, LLC, Transamerica Capital, Inc. and Janus Distributors, Inc.. Christine holds Series 6, SIE and Series 63 licenses. Christine specializes in working with individuals, corporations 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.
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.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
03/08/2018 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
MO
04/03/2012 - 11/21/2017
UMB DISTRIBUTION SERVICES, LLC (KANSAS CITY MO)
CO
07/14/2006 - 07/05/2011
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CA
04/20/2004 - 04/28/2005
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CO
03/10/2000 - 02/19/2002
JANUS DISTRIBUTORS, INC. (DENVER CO)
CO
05/29/1998 - 11/09/1998
JANUS DISTRIBUTORS, INC. (DENVER CO)
BC
Issued 07/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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