Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Conti is a financial advisor with over 10 years of experience in the industry. Christopher currently works at Osaic Wealth, Inc., and is registered to provide investment advice in Massachusetts and Rhode Island. Christopher has been involved in providing financial advice and managing investments for various clients, including individuals, families, and businesses. Christopher has a proven track record of helping clients achieve their financial goals.
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
RI
06/14/2024 - Present
Osaic Wealth, Inc. (JOHNSTON RI)
RI
12/15/2021 - 06/14/2024
SECURITIES AMERICA, INC. (JOHNSTON RI)
RI
03/25/2017 - 12/20/2021
MML INVESTORS SERVICES, LLC (EAST PROVIDENCE RI)
RI
01/22/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST PROVIDENCE RI)
RI
05/09/2013 - 02/09/2016
NYLIFE SECURITIES LLC (JOHNSTON RI)
IA
Issued 04/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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