Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cameron Reed is a financial advisor with over 22 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc. and has held previous positions at Sagepoint Financial, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., Mutual of America Life Insurance Company, Mutual of America Securities Corporation, CUSO Financial Services, L.P., Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Christopher is licensed in several states and holds several industry credentials, including the Series 6, 7, 63 and 66 exams. He is also a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Christopher specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses.
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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WI
09/01/2023 - Present
Osaic Wealth, Inc. (MILWAUKEE WI)
WI
11/01/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MILWAUKEE WI)
WI
03/25/2017 - 11/03/2017
MML INVESTORS SERVICES, LLC (Milwaukee WI)
WI
07/11/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
06/27/2006 - 07/09/2012
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (MILWAUKEE WI)
WI
06/27/2006 - 07/09/2012
MUTUAL OF AMERICA SECURITIES CORPORATION (MILWAUKEE WI)
WI
05/25/2005 - 05/26/2006
CUSO FINANCIAL SERVICES, L.P. (MILWAUKEE WI)
WI
04/27/2001 - 04/05/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
04/27/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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