Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bor is a financial advisor with over 24 years of experience in the financial services industry. Christopher is currently registered with Osaic Wealth, Inc. and has previously held positions with Securities America, Inc., Sunset Financial Services, Inc., MML Investors Services, LLC, Signator Investors, Inc., NYLIFE Securities LLC, Park Avenue Securities LLC, Signator Investors, Inc., Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Christopher is a Certified Financial Planner™ professional and has experience in providing a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
WA
06/14/2024 - Present
Osaic Wealth, Inc. (SPOKANE WA)
WA
01/02/2015 - 06/14/2024
SECURITIES AMERICA, INC. (SPOKANE WA)
MO
07/12/2013 - 05/29/2024
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CA
04/16/2012 - 06/01/2013
MML INVESTORS SERVICES, LLC (SAN FRANCISCO CA)
CA
01/07/2008 - 02/01/2012
SIGNATOR INVESTORS, INC. (WALNUT CREEK CA)
CA
09/27/2004 - 12/14/2007
NYLIFE SECURITIES LLC (PLEASANTON CA)
NY
03/05/2002 - 08/19/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
03/06/2000 - 10/29/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
WI
08/26/1997 - 02/15/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/26/1997 - 02/15/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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