Unclaimed
Christina Chaconas is a financial advisor with Osaic Wealth, Inc. Christina has been in the financial services industry since 2006. Christina has a broad range of experience and holds licenses for Series 4, 7, 24 and 63. Christina focuses on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Prior to joining Osaic Wealth, Inc. Christina worked at Redbridge Securities LLC, Ameriprise Financial Services, LLC, American Enterprise Investment Services Inc., National Financial Services LLC and TD Ameritrade, Inc.
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
MN
09/01/2023 - Present
Osaic Wealth, Inc. (MINNEAPOLIS MN)
TX
05/10/2021 - 08/31/2023
REDBRIDGE SECURITIES LLC (PLANO TX)
MN
04/16/2019 - 12/21/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
08/09/2018 - 12/21/2020
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
TX
01/12/2017 - 04/13/2018
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
09/19/2005 - 12/12/2016
TD AMERITRADE, INC. (FORT WORTH TX)
BC
Issued 10/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 04/27/2010
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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