Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Christianson is a financial advisor with Next Financial Group, Inc. with over 30 years of experience in the financial industry. David is a Certified Financial Planner™ professional with a deep understanding of the financial planning process. David can assist you with a variety of financial needs including, retirement planning, college savings, insurance planning, and estate planning. David's goal is to help you reach your financial goals through personalized financial advice.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
VA
08/05/2003 - Present
Next Financial Group, Inc. (VIRGINIA BEACH VA)
IN
02/05/1999 - 07/31/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/05/1999 - 07/31/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
04/10/1998 - 02/04/1999
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
11/02/1994 - 04/16/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
02/26/1986 - 11/01/1994
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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