Unclaimed
Christopher Johns is a financial advisor with Osaic Wealth, Inc., based in Sacramento, CA. Christopher has been in the industry since 1998 and has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. He specializes in portfolio management, financial planning, and pension consulting. He holds the Series 6 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) Exam. Christopher is a highly experienced and knowledgeable advisor who is committed to helping his clients achieve their financial goals.
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. (SACRAMENTO CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SACRAMENTO CA)
CA
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (SACRAMENTO CA)
CA
01/18/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (SACRAMENTO CA)
NY
05/01/1998 - 10/27/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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