Unclaimed
Christine Sleboda is a financial advisor at Osaic Wealth, Inc. based in Montoursville, Pennsylvania. Christine has been in the financial industry since 1993 and is registered with the state of Pennsylvania and Florida. She is also licensed as a Registered Representative (Series 7) and a Registered Investment Advisor (Series 65). Christine has experience in providing financial planning, portfolio management, and investment advisory services to individuals and businesses. She also offers educational seminars and assists clients with selecting other financial advisors.
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
06/14/2024 - Present
Osaic Wealth, Inc. (MONTOURSVILLE PA)
PA
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (MONTOURSVILLE PA)
PA
09/22/1999 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (MONTOURSVILLE PA)
IA
04/18/1996 - 09/20/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CT
10/01/1995 - 05/03/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
11/24/1993 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
IA
Issued 12/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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