Unclaimed
Christopher Gerald Fleegle is a financial advisor with over 17 years of experience in the financial services industry. Christopher has a strong background in financial planning, portfolio management, and insurance. Currently registered as a Registered Representative and Investment Advisor Representative with Osaic Institutions, Inc., Christopher has previously held positions with LPL Financial LLC, Cetera Investment Services LLC and Pruco Securities, LLC. Christopher is committed to providing personalized financial advice and strategies that meet the unique needs of each client.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
PA
06/10/2024 - Present
Osaic Institutions, Inc. (Johnstown PA)
PA
08/10/2017 - 06/24/2024
LPL FINANCIAL LLC (STATE COLLEGE PA)
PA
02/11/2014 - 08/11/2017
CETERA INVESTMENT SERVICES LLC (HUNTINGDON PA)
PA
01/20/2009 - 02/13/2014
LPL FINANCIAL LLC (HUNTINGDON PA)
PA
06/19/2008 - 01/26/2009
PRIMEVEST FINANCIAL SERVICES, INC. (HUNTINGDON PA)
NJ
07/17/2006 - 06/13/2008
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 08/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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