Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zeonia? Claim Your ProfileZeonia Marie Christy is a registered investment advisor representative with First Heartland Consultants, Inc. in Lake St. Louis, Missouri. Zeonia has over 20 years of experience in the financial services industry. Zeonia is a registered principal and has passed the Series 4, 7, 14, 24, 53, 63, 65, 99TO, and SIE exams. Zeonia also holds registrations in several states, including Alabama, California, Florida, Illinois, Indiana, Michigan, Missouri, Pennsylvania, South Dakota, and Texas. Zeonia is a member of the National Association of Securities Dealers (NASD). Zeonia has been associated with First Heartland Consultants, Inc. since 2010, and previously held positions with Centerre Capital LLC, Transamerica Financial Advisors, Inc., and First Heartland Capital, Inc. Zeonia provides a range of investment advisory services, including financial planning, portfolio management, and pension consulting. Zeonia works with a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
1
2
MO
08/10/2010 - Present
First Heartland Consultants, Inc. (LAKE ST. LOUIS MO)
MO
01/08/2009 - 04/28/2017
CENTERRE CAPITAL LLC (LAKE ST LOUIS MO)
CA
02/09/2001 - 04/24/2002
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
MO
07/11/2000 - 02/07/2001
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
IA
Issued 04/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/29/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/31/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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