Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Christensen is a financial advisor associated with Fidelity Personal And Workplace Advisors in TACOMA, WA. Samuel has been in the industry since August 13, 2022, and is licensed in 53 states and the District of Columbia. Samuel holds the Series 66, Series 7TO, and SIE licenses. Samuel Christensen is a registered representative of Fidelity Personal And Workplace Advisors and a registered investment advisor representative. Samuel specializes in retirement planning, insurance, and investment management. Samuel's practice focuses on providing financial planning services to individuals and families. Samuel has experience in providing financial planning and investment management services to a variety of clients. Samuel is committed to providing clients with personalized financial advice and investment strategies that meet their individual needs and 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.
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.
1
2
WA
11/23/2022 - Present
Fidelity Personal AND Workplace Advisors (TACOMA WA)
UT
06/27/2022 - 09/30/2022
CETERA INVESTMENT SERVICES LLC (CEDAR CITY UT)
BOTH
Issued 09/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Samuel Christensen is the right advisor for you? Invested Better is here to help.
