Unclaimed
Troy Christensen is a financial advisor with over 30 years of experience in the financial industry. He is a Certified Financial Planner™ professional and has been with First Heartland Consultants, Inc. since 2007. Troy specializes in working with individuals, families, and businesses. He provides a range of services, including financial planning, investment management, and retirement planning. Troy is passionate about helping his clients achieve their financial 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.
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.
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.
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2
IA
01/26/2017 - Present
First Heartland Consultants, Inc. (CLIVE IA)
IA
08/19/1992 - 05/07/2007
THRIVENT INVESTMENT MANAGEMENT INC. (CLIVE IA)
BOTH
Issued 09/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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