Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Haick is a financial advisor at Osaic Wealth, Inc. located in Lockport, NY. Christopher has been working in the financial services industry since 2001. Christopher has passed the Series 63, Series 7, Series 79, and SIE exams. Christopher is registered with the following states: California, Delaware, Florida, Kentucky, Michigan, New York, North Carolina, Ohio, South Carolina, Texas, and Virginia. Christopher also holds the title of Investment Advisor Representative at Securities America Advisors, Inc. and is a licensed life, accident, health, annuity, variable annuity broker. Christopher has a range of other business interests including Haick Business Services, Inc., Rock Steady Sodas, Inc., Lollipop Lane, Inc., Frank Cornell Associates, Inc., JARTS Properties, LLC, and The Haick Foundation. Christopher specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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NY
06/14/2024 - Present
Osaic Wealth, Inc. (LOCKPORT NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LOCKPORT NY)
NY
12/18/2001 - 07/17/2020
INVESTACORP, INC. (LOCKPORT NY)
BC
Issued 12/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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