Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Lynn Carlson is a financial professional with over 25 years of experience in the industry. Christine has a strong background in investments and financial planning, and is dedicated to helping clients achieve their financial goals. Currently, Christine is an Investment Advisor Representative with Osaic Wealth, Inc. where she works with a wide range of clients, including high-net-worth individuals, families, and businesses. Christine holds Series 6, 7, 24 and 63 licenses, and a SIE designation, and is committed to staying up-to-date on the latest market trends and investment strategies.
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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MN
05/30/2014 - Present
Osaic Wealth, Inc. (OAKDALE MN)
MN
09/14/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/30/2014 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/30/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
05/25/2004 - 08/25/2005
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/24/2002 - 05/13/2004
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
03/10/1998 - 05/13/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 01/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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