Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Christensen is a financial advisor with over 20 years of experience in the financial services industry. Thomas is currently registered with Charles Schwab & CO., Inc. and holds licenses in Arizona, California, and Texas. Thomas also has a background with USAA Financial Advisors, Inc., Wells Fargo Investments, LLC, M&I Brokerage Services, Inc., and Paine Webber Incorporated. Thomas holds Series 63, 65, 66, and 7 licenses as well as the SIE exam and is a CERTIFIED FINANCIAL PLANNER™. Thomas is dedicated to providing financial advice and planning services to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
01/10/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
06/10/2008 - 12/21/2017
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
04/11/2007 - 05/16/2008
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
WI
05/22/2003 - 12/20/2005
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
IL
09/28/2000 - 05/19/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
09/03/1999 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 04/20/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Thomas Christensen is the right advisor for you? Invested Better is here to help.
