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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Quarles is a financial advisor with over 23 years of experience in the industry. Christopher is currently registered with Osaic Wealth, Inc. and has been in the industry since April 27, 2000. Christopher is a registered representative and an investment advisor representative. They are licensed to provide investment advice and sell securities in multiple states. Christopher has also been registered with Securities America, Inc., Brecek & Young Advisors, Inc., and E*TRADE Securities LLC. They offer financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (LAVISTA NE)
NE
12/15/2008 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
08/07/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CA
04/26/2000 - 08/04/2006
E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)
IA
Issued 05/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/17/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/18/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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