Unclaimed
Christina Bilenler is an investment advisor representative and has been in the industry since 2008. Christina is currently registered with Osaic Wealth, Inc. and has previously worked at SAGEPOINT FINANCIAL, INC., FSC SECURITIES CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., and AMERICAN GENERAL SECURITIES INCORPORATED.
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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
07/09/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
GA
01/04/2010 - 07/29/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/18/2009 - 07/29/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
09/23/2008 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 07/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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