Unclaimed
Christina Wooner is an investment advisor representative with Osaic Wealth, Inc. Christina has been in the industry since June 2023 and has Series 7TO, Series 66, and SIE licenses. Christina is currently registered in Minnesota. Christina has previous experience with Morgan Stanley and Foresight Bank.
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.
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2
MN
09/23/2024 - Present
Osaic Wealth, Inc. (PLAINVIEW MN)
MN
08/07/2023 - 06/21/2024
MORGAN STANLEY (ROCHESTER MN)
BOTH
Issued 11/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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