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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 D. Woodhouse is a financial advisor with Osaic Institutions, Inc. in Torrington, Connecticut. Christopher D. Woodhouse has been a registered financial advisor since May 2011. Christopher D. Woodhouse holds the Series 6, 7, 63, and 65 licenses and the SIE exam certification. Christopher D. Woodhouse has experience working with charitable organizations, high net worth individuals, corporations, and other businesses, as well as individual investors. Christopher D. Woodhouse can offer financial planning, portfolio management, and other advisory services for individuals, businesses, and charitable organizations. Christopher D. Woodhouse also offers services for the selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
08/23/2021 - Present
Osaic Institutions, Inc. (Torrington CT)
CT
10/24/2012 - 09/03/2021
LPL FINANCIAL LLC (ROCKY HILL CT)
CT
04/22/2011 - 10/12/2012
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
IA
Issued 06/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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