Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Christiansen is an investment advisor representative with Sanctuary Advisors, LLC. Edward has been in the securities industry since 1994. Edward is registered with the state of California and has held prior registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Dain Rauscher Incorporated, and Prudential Securities Incorporated. Edward is a graduate of De La Salle High School. Edward is a member of the Sanctuary Advisors, LLC team and specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Edward is a trusted advisor who can help you achieve your financial goals.
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.
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2
CA
06/10/2020 - Present
Sanctuary Advisors, LLC (Walnut Creek CA)
CA
06/09/2006 - 06/12/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
05/02/2001 - 06/14/2006
WELLS FARGO INVESTMENTS, LLC (WALNUT CREEK CA)
CA
01/14/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
11/20/1998 - 01/14/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NY
11/02/1994 - 11/25/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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