Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Corey Christensen is a financial advisor with over 19 years of experience in the financial services industry. Kevin is registered with Principal Securities, Inc. Kevin is also a registered Investment Advisor in Colorado, New York, and Texas. Prior to joining Principal Securities, Inc., Kevin was with Waddell & Reed and AXA Advisors, LLC. Kevin is committed to providing his clients with personalized financial advice and guidance. Kevin has earned the Chartered Financial Consultant designation. Kevin is a member of the National Association of Insurance and Financial Advisors (NAIFA).
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CO
06/17/2021 - Present
Principal Securities, Inc. (DENVER CO)
UT
08/14/2013 - 08/27/2019
WADDELL & REED (CLEARFIELD UT)
UT
09/06/2004 - 08/07/2013
AXA ADVISORS, LLC (SALT LAKE CITY UT)
BOTH
Issued 10/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/31/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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