Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Green is a registered representative with Osaic FA, Inc., based in WESTLAKE VILLAGE, CA. Christopher has been in the industry since 2024. Christopher holds Series 7TO, SIE, and Series 6TO licenses. Christopher is registered in California and has been working with individual clients, high-net-worth individuals, corporations, and retirement plans.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/23/2024 - Present
Osaic FA, Inc. (WESTLAKE VILLAGE CA)
CO
03/05/2024 - 04/08/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 02/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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