Unclaimed
John Fleming Christiansen is a financial advisor who has been in the industry since June 2003. John is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with Woodstock Financial Group, Inc., National Securities Corporation, Carnegie Investor Services Inc., and Meyers Pollock Robbins, Inc. John holds several licenses, including Series 6, 7, and 63, as well as the SIE exam. John is located in Richmond, VA.
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
VA
11/23/2015 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
VA
01/05/2004 - 12/02/2009
WOODSTOCK FINANCIAL GROUP, INC. (MIDLOTHIAN VA)
FL
03/07/2001 - 12/31/2003
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
12/11/1997 - 01/26/2001
CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)
NY
05/09/1997 - 12/18/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
BC
Issued 02/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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