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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 Dewolfe is a financial advisor with Osaic Wealth, Inc. Christopher has been a registered financial advisor since 1996 and has a strong track record of helping clients achieve their financial goals. Christopher holds Series 7, 24, 31, and 66 licenses, and has a Bachelor's Degree in Business Administration from Oakland University. Christopher has experience in providing investment advice and wealth management plans to clients, including individuals, families, businesses, and retirement plans. Christopher specializes in providing financial planning, portfolio management, and investment management services to individuals 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.
1
2
FL
09/05/2023 - Present
Osaic Wealth, Inc. (Pompano Beach FL)
MI
03/07/2008 - 09/12/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BIRMINGHAM MI)
MI
09/09/1999 - 03/11/2008
LEONARD & COMPANY (TROY MI)
NY
01/04/1996 - 10/01/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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