Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christensen is a financial professional with over 20 years of experience in the financial services industry. James has been with Zions Direct, Inc. since September 27, 2000. James is a registered representative and holds the Series 7, Series 27, Series 63 and Series 99TO licenses. James is also a registered principal with Zions Direct, Inc. James is committed to providing clients with personalized financial advice and guidance to help them achieve their 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.
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.
1
2
UT
09/27/2000 - Present
Zions Direct, Inc. (SALT LAKE CITY UT)
BC
Issued 09/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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