Unclaimed
Christine Marie Wedell is a financial advisor with RFG Advisory, LLC, a firm with offices in Creve Coeur, Missouri, and VESTAVIA HILLS, Alabama. Christine has been in the financial services industry since 2006 and has a broad range of experience, including financial planning, portfolio management, and insurance. Christine has earned the CERTIFIED FINANCIAL PLANNER™ designation and holds the Series 63, 65, 7, and 24 licenses. Christine is also a Registered Representative and Investment Advisor Representative for RFG Advisory. Christine's previous employment includes LPL FINANCIAL LLC, SAXONY SECURITIES, INC. and SAXONY CAPITAL MANAGEMENT.
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.
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.
1
2
MO
10/25/2018 - Present
RFG Advisory, LLC (Creve Coeur MO)
MO
10/09/2017 - 06/08/2018
LPL FINANCIAL LLC (CREVE COEUR MO)
MO
09/10/2012 - 10/11/2017
SAXONY SECURITIES, INC. (SUNSET HILLS MO)
MO
09/11/2006 - 09/24/2012
LPL FINANCIAL LLC (SUNSET HILLS MO)
IA
Issued 11/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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