Unclaimed
Christina Thiele is an investment advisor representative associated with Osaic Wealth, Inc.. Christina has been in the securities industry since September 23, 2004. Christina has worked for multiple firms over the years, including FSC Securities Corporation, Morgan Stanley, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc.. Christina holds the Series 63, 66 and 7 securities licenses. Christina also holds the SIE exam. Currently, Christina is registered with the state of Oregon.
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
11/03/2023 - Present
Osaic Wealth, Inc. (BEND OR)
OR
08/12/2016 - 11/03/2023
FSC SECURITIES CORPORATION (BEND OR)
OR
06/01/2009 - 08/18/2016
MORGAN STANLEY (BEND OR)
OR
11/10/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEND OR)
OR
03/11/2004 - 11/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)
MO
02/26/2003 - 08/14/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 05/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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