Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Eron Beard is a financial advisor registered with Osaic Advisory Services, LLC, a firm with a national reach. Christopher has been in the financial services industry since 1995, providing financial planning and wealth management services to individuals, families, and businesses. Christopher is a Certified Financial Planner and a member of the Financial Planning Association. Christopher works out of the Osaic Advisory Services, LLC office in Atlanta, GA.
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
GA
01/04/2021 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
SC
06/19/2020 - 08/23/2024
TRIAD ADVISORS LLC (Greenville SC)
SC
08/02/2002 - 06/25/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENVILLE SC)
MO
06/15/2002 - 08/14/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
04/28/1995 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 05/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/27/2004
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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