Unclaimed
Christian Arena is a registered representative with Osaic Wealth, Inc. based in Williamsville, NY. Christian has been in the industry since June 2020 and has passed the Series 7, Series 66 and SIE exams. Christian is also a registered investment advisor representative and has been registered with the State of New Jersey, the State of New York and the State of North Carolina. In addition to his work at Osaic Wealth, Inc., Christian also has experience with SagePoint Financial, Inc. Christian has a diverse work background including experience at La Nova Pizzeria, Kaleida Health, Nissha Medical Technologies, Full Time Education and 9 Round Fitness. Christian is dedicated to providing excellent financial advice and services to clients in the Williamsville area.
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
NY
09/01/2023 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
06/12/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WILLIAMSVILLE NY)
BOTH
Issued 9/2/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 5/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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