Unclaimed
Christopher Heying is a financial advisor with over 25 years of experience in the industry. Christopher Heying is currently registered with U.S. Bancorp Investments, Inc., which is located in Madison, Wisconsin. Christopher Heying holds a Series 6, Series 7, and Series 66 licenses. Christopher Heying has been with U.S. Bancorp Investments, Inc. since December 2005. Christopher Heying also has experience with CUNA Brokerage Services, Inc. and AXA Advisors, LLC. Christopher Heying has specialized in investment companies, pension and profit-sharing plans, and mutual funds.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
01/03/2006 - Present
U.s. Bancorp Investments, Inc. (Madison WI)
IA
07/27/2000 - 01/13/2006
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
04/29/1996 - 07/18/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/29/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/13/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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