Unclaimed
Christy Engemann is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Christy has been in the financial industry since November 2008. Christy is registered with FINRA and licensed to sell securities in several states. Christy specializes in providing financial planning services, including investment consulting services to institutional clients, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
11/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WASHINGTON MO)
MO
11/21/2008 - 09/09/2022
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON MO)
BOTH
Issued 03/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christy Engemann is the right advisor for you? Invested Better is here to help.