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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jorgensen is an investment advisor representative associated with Principal Asset Management. Christopher has been in the industry since 2006 and holds various industry licenses, including Series 63, 66, 7, and 24. He is registered in Iowa, Oregon, Illinois and California. Christopher has previously held positions at Principal Securities, Inc. and D.M. Kelly & Company. His specialization areas include mutual funds, variable life insurance, variable annuities, fixed annuities, exchange-traded funds and other investment products. Christopher also provides spread lending management and advice, asset allocation services, and model portfolios.
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.
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.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Charge on a cost allocation basis to principal life
1
2
IA
02/14/2017 - Present
Principal Asset Management (Des Moines IA)
IA
04/18/2017 - 06/21/2018
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
06/06/2006 - 01/26/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
12/06/2005 - 04/27/2006
D.M. KELLY & COMPANY (DES MOINES IA)
BOTH
Issued 06/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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