Unclaimed
David Paul Christians is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Wells Fargo Clearing Services, LLC and has been associated with the firm since January 2011. David Paul Christians has also been associated with other firms including Wells Fargo Investments, LLC, Securities America, Inc., and U.S. Bancorp Investments, Inc. David Paul Christians provides a range of investment advisory services, including portfolio management for individuals and businesses. He has a broad range of experience working with various client types, including high-net-worth individuals, corporations, and charitable organizations.
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
MN
11/10/2015 - Present
Wells Fargo Clearing Services, LLC (ALEXANDRIA MN)
MN
01/16/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAINT CLOUD MN)
MN
07/09/2007 - 11/03/2008
SECURITIES AMERICA, INC. (SAINT CLOUD MN)
MN
05/15/2000 - 04/07/2006
U.S. BANCORP INVESTMENTS, INC. (SAINT CLOUD MN)
BOTH
Issued 05/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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