Unclaimed
Christopher Elardo is a financial advisor currently working with Osaic Wealth, Inc. based in Scottsdale, Arizona. He has been in the financial services industry for more than 16 years and has a strong track record of success helping clients meet their financial goals. Christopher is committed to providing personalized financial advice and guidance to his clients, tailoring his services to each individual's unique needs and circumstances. Christopher holds a variety of licenses and certifications, including Series 7, Series 63, Series 65 and Series 24, and he is also a Registered Investment Advisor.
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
AZ
10/04/2012 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
02/02/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/02/2017 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
06/01/2009 - 09/25/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
07/23/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
09/25/2006 - 03/22/2007
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 11/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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