Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Pratt is a financial professional with over 40 years of experience in the financial services industry. Christopher is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Christopher has held leadership positions at both Wolters, Hagar & Pratt Financial Planning, Inc. and Sagepoint Financial, Inc. Christopher holds a Series 63, Series 66, and Series 24 licenses, and is a Certified Financial Planner. Christopher has worked with individuals, businesses, and institutions to develop and implement financial plans and investment strategies. Christopher is a trusted advisor to his clients and is committed to providing them with the highest level of service and expertise.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
12/01/1981 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 04/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1981
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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