Unclaimed
Christina Aleckson is a financial advisor with over 24 years of experience in the industry. Christina is currently registered with Osaic Wealth, Inc. and has been registered with Securities America, Inc. and Brecek & Young Advisors, Inc. in the past. Christina holds Series 6, 7, 26, 63 and 65 securities licenses, as well as the SIE exam. Christina specializes in providing financial planning, pension consulting, and educational seminars to clients. Christina is committed to providing her clients with the highest level of service and expertise.
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
OR
06/20/2024 - Present
Osaic Wealth, Inc. (BEAVERTON OR)
OR
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (BEAVERTON OR)
OR
07/20/1999 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (BEAVERTON OR)
IA
Issued 07/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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