Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Sherer is an investment advisor representative with Osaic Advisory Services, LLC. Christopher has been in the financial services industry since 1985. Christopher is registered with the state of Florida, Georgia, Michigan, Oklahoma and California and holds the Series 65, 31, 24, 7 and SIE licenses. Christopher also has experience working with Securities America, Inc., Gunnallen Financial, Inc, Raymond James Financial Services, Inc., FFP Securities, Inc., Shearson Lehman Hutton Inc., Dean Witter Reynolds Inc. and Bear, Stearns & Co. Inc. Christopher provides portfolio management for individuals and businesses, financial planning, 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.
1
2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
FL
04/10/2010 - 06/14/2024
SECURITIES AMERICA, INC. (STUART FL)
FL
02/04/2004 - 03/30/2010
GUNNALLEN FINANCIAL, INC (STUART FL)
FL
06/21/2002 - 02/09/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
10/23/1992 - 06/26/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
NA
07/23/1987 - 05/25/1988
SHEARSON LEHMAN HUTTON INC.
NA
08/08/1986 - 08/14/1987
DEAN WITTER REYNOLDS INC.
NA
11/22/1985 - 06/30/1986
BEAR, STEARNS & CO. INC.
IA
Issued 07/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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