Carrie Christensen is a registered investment advisor, based in Chicago, IL, with 20 years of industry experience.
Location
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Carrie works as a part-time cashier at Target Corporation since 2020. This activity takes about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
November 2020 - Present · 5 yrs 8 mos
Bankers Life Securities, INC.
November 2020 - Present · 5 yrs 8 mos
Bankers Life Securities, INC.Broker
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
BMO Harris Financial Advisors, INC
August 2012 - November 2020 · 8 yrs 3 mos
BMO Harris Financial Advisors, INC.Broker
August 2012 - November 2020 · 8 yrs 3 mos
UBS Financial Services INC.
February 2010 - June 2012 · 2 yrs 4 mos
UBS Financial Services INC.Broker
February 2010 - June 2012 · 2 yrs 4 mos
UBS Financial Services INC.
September 2007 - November 2009 · 2 yrs 2 mos
UBS Financial Services INC.Broker
September 2007 - November 2009 · 2 yrs 2 mos
UBS Financial Services INC.
April 2007 - July 2007 · 3 mos
UBS Financial Services INC.Broker
March 2005 - July 2007 · 2 yrs 4 mos
State Registrations1 state
IL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.