Unclaimed
Christopher Jones is a financial advisor with Osaic Wealth, Inc. and has been in the industry since 1993. Christopher has a wide range of experience, having worked with several firms throughout their career, including FSC Securities Corporation and Signator Investors, Inc. Christopher is also a registered representative with FINRA and holds a Series 7, Series 24, Series 53, Series 63 and Series 65 license. Christopher offers a variety of services, including financial planning, portfolio management, and investment advisory services.
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
MO
11/03/2023 - Present
Osaic Wealth, Inc. (LEE'S SUMMIT MO)
MO
07/07/2000 - 11/03/2023
FSC SECURITIES CORPORATION (LEE'S SUMMIT MO)
MA
11/12/1993 - 07/11/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/12/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 04/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Jones is the right advisor for you? Invested Better is here to help.