Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kaufman is a financial advisor with over 12 years of experience in the industry. Currently, Christopher is an advisor with Osaic Wealth, Inc. Prior to joining Osaic Wealth, Inc., Christopher was registered with Securities America, Inc. and Investcorp, Inc.. Christopher is licensed to offer investment advice in Delaware, New York, Pennsylvania and Virginia. Christopher has a combined Series 7 and 66 license and holds the SIE designation. Christopher's expertise includes providing financial planning, portfolio management for individuals and businesses, and pension consulting. Christopher is an active member of the financial services industry and strives to provide exceptional client service.
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. (READING PA)
PA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (READING PA)
PA
02/17/2012 - 07/17/2020
INVESTACORP, INC. (READING PA)
BOTH
Issued 02/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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