Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jensen is a financial advisor with over 15 years of experience in the financial services industry. Christopher is currently registered with UBS Financial Services Inc. Christopher's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Deutsche Bank Securities Inc., and Fidelity Brokerage Services LLC. Christopher holds several securities licenses, including Series 3, 7, 9, 10, 55, 57TO, and 66. Christopher specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Christopher is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
10/14/2022 - Present
UBS Financial Services Inc. (PONTE VEDRA BEACH FL)
FL
06/19/2014 - 08/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
09/14/2012 - 06/19/2014
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
FL
03/27/2007 - 08/31/2012
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 11/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/4/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/17/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/25/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/30/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/14/2012
Series 3 - National Commodity Futures Examination
BC
Issued 3/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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