Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Portner is a financial advisor with Osaic Wealth, Inc., located in HUNT VALLEY, MD. Christopher has been in the industry since June 1990. Christopher holds the Series 63 and 65 licenses. Christopher also holds several other industry certifications. Christopher has a strong track record of success and has worked with a wide range of clients, including individuals, families, and businesses. Christopher specializes in a variety of investment and financial services, including financial planning, investment management, and retirement planning.
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
MD
01/24/2025 - Present
Osaic Wealth, Inc. (HUNT VALLEY MD)
MD
02/06/1998 - 09/21/2015
PSA EQUITIES, INC. (HUNT VALLEY MD)
MD
03/17/1995 - 03/17/1998
PEREMEL & CO., INC. (BALTIMORE MD)
MI
03/26/1992 - 03/22/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
08/13/1990 - 03/27/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/27/1990 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
IA
Issued 07/16/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/08/2001
Series 4 - Registered Options Principal Examination
BC
Issued 06/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 11/15/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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