Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Magnussen is an investment advisor representative who has been in the industry since 2001. Currently, Christopher is registered with Osaic Wealth, Inc. and has been with this firm since June 2024. Previously, he was registered with Securities America, Inc., Axos Clearing LLC, Edward Jones and TD Ameritrade, Inc. Christopher is licensed to provide investment advice in Nebraska. He holds a Series 7, Series 66 and Series 63 license. Christopher has passed the SIE exam and has also passed the Series 24 and Series 4 exams. Christopher's clients include high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Christopher provides financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
1
2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
09/20/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
09/21/2017 - 08/23/2019
AXOS CLEARING LLC (OMAHA NE)
MO
05/16/2017 - 09/19/2017
EDWARD JONES (ST. LOUIS MO)
NE
04/22/2006 - 03/06/2017
TD AMERITRADE, INC. (OMAHA NE)
NE
05/11/2007 - 05/29/2007
SECURITIES AMERICA, INC. (OMAHA NE)
NE
04/25/2006 - 07/06/2006
AMERITRADE, INC. (BELLEVUE NE)
NE
01/03/2002 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NE
06/03/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
BC
Issued 9/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 7/1/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/27/2005
Series 4 - Registered Options Principal Examination
BC
Issued 11/5/2004
Series 24 - General Securities Principal Examination
BC
Issued 9/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/2/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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