Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Beschen has been working in the financial industry since May 2, 1988. Christine is currently registered with Osaic Wealth, Inc. Christine is also registered as an Investment Advisor Representative (IAR) for American Portfolios Advisors, Inc. Christine has a Series 6, Series 7 and SIE license and has passed the Uniform Securities Agent State Law Examination (Series 63). Christine's previous experience includes working at BCG Securities, Inc., Lincoln Financial Securities Corporation, MML Investors Services, Inc., G.R. Phelps & Co., Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States.
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
PA
10/11/2024 - Present
Osaic Wealth, Inc. (Bala Cynwyd PA)
NJ
01/11/2013 - 05/08/2020
BCG SECURITIES, INC. (CHERRY HILL NJ)
NJ
01/31/1997 - 01/16/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (HADDONFIELD NJ)
MA
03/01/1996 - 01/31/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
02/09/1996 - 03/01/1996
G. R. PHELPS & CO., INC.
NY
06/11/1990 - 02/21/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/03/1988 - 02/21/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 04/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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