Unclaimed
Christian Bustamante is an experienced financial advisor with over 27 years of experience in the industry. Christian is currently registered with Osaic Wealth, Inc., and provides financial advice to individuals, businesses, and institutions. Christian is committed to helping clients achieve their financial goals through a variety of services including financial planning, portfolio management, and pension consulting. Christian has a diverse background in the financial services industry, having worked for several prominent firms including Woodbury Financial Services, Inc. and Questar Capital Corporation. Christian holds a Series 6, 63, and 65 license, as well as the Securities Industry Essentials (SIE) exam. Christian is a valuable resource for those seeking guidance on financial matters.
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
HI
01/19/2024 - Present
Osaic Wealth, Inc. (Kapolei HI)
HI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (HONOLULU HI)
HI
06/03/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (HONOLULU HI)
MA
01/23/2003 - 05/24/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
04/18/1996 - 01/22/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/18/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 04/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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