Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Downs is a financial professional with over 12 years of experience in the financial services industry. Christy has a strong background in financial planning, investment management, and insurance solutions. Christy is currently a Registered Representative with Concourse Financial Group Securities, Inc. and is registered in both California and Indiana. Christy is also a licensed life insurance agent and a Chartered Financial Consultant. Christy is passionate about helping clients achieve their financial goals and providing them with the knowledge and tools they need to make informed financial decisions.
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.
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2
CA
04/17/2019 - Present
Concourse Financial Group Securities, Inc. (Valencia CA)
CA
06/07/2012 - 11/08/2018
FORESTERS EQUITY SERVICES, INC. (VALENCIA CA)
CA
01/15/2009 - 01/05/2011
WADDELL & REED, INC. (SHERMAN OAKS CA)
BOTH
Issued 02/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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