Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Anthony Osso is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the industry since January 7, 2019. Christopher Osso has a Series 63 and Series 66 licenses and specializes in fixed income, equity, mutual funds, options, and variable products. Currently, Christopher Osso is registered in Florida, New Jersey and New York and holds an Investment Adviser Representative license in New Jersey. Christopher Osso is also employed by Wells Fargo Bank, NA and has previous experience with David Lerner Associates, O & B Realty Corp, Keybank NA, and T-mobile.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
01/13/2021 - Present
Wells Fargo Clearing Services, LLC (PURCHASE NY)
BOTH
Issued 01/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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