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Christina Louise marie Ciccone

Osaic Wealth, Inc.

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About Christina Louise marie Ciccone

Christina Ciccone is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Christina has been in the financial services industry since 2003 and has a strong background in providing financial advice to individuals and families. Christina is committed to helping clients achieve their financial goals through a personalized approach.

Firm Information

Christina Ciccone is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christina Ciccone’s Registration & Firm History

AZ

11/02/2018 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

GA

05/27/2020 - 08/23/2024

TRIAD ADVISORS LLC (ATLANTA GA)

NY

05/27/2020 - 06/24/2024

LADENBURG THALMANN & CO. INC. (NEW YORK NY)

NE

05/27/2020 - 06/14/2024

SECURITIES AMERICA, INC. (LAVISTA NE)

MN

12/20/2018 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

GA

12/20/2018 - 11/03/2023

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

12/20/2018 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

TN

05/27/2020 - 11/23/2020

SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)

WA

05/27/2020 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (SEATTLE WA)

FL

05/27/2020 - 09/16/2020

INVESTACORP, INC. (MIAMI FL)

MA

04/05/2012 - 11/02/2018

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

05/29/2014 - 12/28/2015

SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)

IA

03/24/2011 - 03/28/2012

BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)

NH

06/13/2005 - 01/03/2011

LIBERTY LIFE SECURITIES LLC (DOVER NH)

NH

06/13/2005 - 02/21/2008

LIBERTY LIFE DISTRIBUTORS LLC (DOVER NH)

MA

06/09/2004 - 06/01/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/09/2004 - 06/01/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

06/09/2004 - 06/01/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

CA

06/09/2004 - 06/01/2005

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MA

05/12/2003 - 06/17/2004

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 05/02/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/25/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christina Louise marie Ciccone.
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