Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Christenson is an investment advisor representative for Intrua Financial, LLC in Houston, TX. Jeffrey has been in the financial industry since 1994 and has a variety of experience with both insurance and investments. Jeffrey holds the Series 7, 63, 65, and 66 securities licenses and specializes in providing financial planning, portfolio management, and pension consulting. Jeffrey has served clients including high-net-worth individuals, charitable organizations, corporations, and pension and profit sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
07/22/2022 - Present
Intrua Financial (HOUSTON TX)
AZ
06/15/2001 - 07/24/2019
CETERA ADVISORS LLC (PHOENIX AZ)
AZ
02/28/2007 - 12/02/2009
ING FINANCIAL PARTNERS, INC. (PHOENIX AZ)
MN
01/17/1997 - 07/09/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
CO
10/08/1996 - 01/21/1997
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
10/27/1995 - 10/10/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
03/16/1995 - 10/27/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
03/06/1994 - 06/21/1994
DICKINSON & CO. (DES MOINES IA)
BOTH
Issued 01/05/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Christenson is the right advisor for you? Invested Better is here to help.
