Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Pontrelli is a financial advisor with Osaic Wealth, Inc. Christopher has been in the industry since 1995 and has experience working with Woodbury Financial Services, Inc., Transamerica Financial Advisors, Inc., and Financial Network Investment Corporation. Christopher is licensed to provide financial advice in California, Maryland, New York, Oregon, and Texas.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (SOUTH PASADENA CA)
CA
12/11/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SOUTH PASADENA CA)
CA
09/04/2009 - 12/17/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (PASADENA CA)
CA
07/16/2003 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (PASADENA CA)
CA
06/29/2000 - 07/15/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
07/19/1996 - 06/27/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
03/28/1995 - 12/01/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/28/1995 - 12/01/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 02/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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