Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Clark is a financial advisor with over 14 years of experience in the financial services industry. Christopher is currently registered with Osaic Wealth, Inc., and has previously been registered with Securities America, Inc., Securian Financial Services, Inc., Prospera Financial Services, Inc., WFG Investments, Inc., NFP Advisor Services, LLC, Charles Schwab & Co., Inc., and AXA Advisors, LLC. Christopher holds the Series 3, 4, 7, 24, and 66 securities licenses, and is registered to offer investment advice in Texas and the District of Columbia. Christopher offers a range of financial services including financial planning, portfolio management, and pension consulting. Christopher is committed to providing his clients with personalized financial advice to help them 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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
10/26/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SAN ANTONIO TX)
TX
10/18/2018 - 11/12/2020
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
TX
08/21/2017 - 09/06/2018
PROSPERA FINANCIAL SERVICES, INC. (DALLAS TX)
TX
06/28/2016 - 07/14/2017
WFG INVESTMENTS, INC. (DALLAS TX)
TX
09/17/2013 - 02/26/2016
NFP ADVISOR SERVICES, LLC (AUSTIN TX)
TX
01/07/2010 - 09/24/2013
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
05/06/2008 - 01/15/2009
AXA ADVISORS, LLC (PLANO TX)
BOTH
Issued 05/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2014
Series 4 - Registered Options Principal Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 3 - National Commodity Futures Examination
BC
Issued 05/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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