Unclaimed
Wayne Alvin Christ is a financial advisor with over 40 years of experience in the industry. Wayne is a registered representative of Concourse Financial Group Securities, Inc., and is licensed to provide investment advice in Iowa, Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Minnesota, Missouri, Nebraska, Texas, Vermont, Wisconsin, and Wyoming. Wayne's professional designations include Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified As a Specialist in Long-Term Care (CASL). He is also a member of the Iowa State University Delta Chi Alumni Board of Trustees. Wayne has a diverse clientele consisting of individuals, families, small businesses, and corporations. Wayne is committed to 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
03/31/2020 - Present
Concourse Financial Group Securities, Inc. (Ankeny IA)
MA
03/01/1996 - 12/31/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
02/02/1982 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 11/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/05/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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