Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stief is a Registered Representative and Investment Advisor Representative with Osaic FA, Inc. in Radnor, Pennsylvania. Christopher has been in the industry since 2014 and has experience with a variety of financial services. He is licensed to provide securities and advisory services in Pennsylvania. He is also a Series 7, 99, 63, and 65 licensed professional, and a Series 24 Principal. Prior to joining Osaic FA, Inc., Christopher worked at Capital One Investing, LLC and J.P. Morgan Securities LLC. Christopher works with a variety of clients, including individuals, businesses, and retirement plans. Christopher's firm, Osaic FA, Inc. is headquartered in Fort Wayne, Indiana and offers a variety of investment advisory services, including financial planning, portfolio management, and retirement planning.
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.
1
2
PA
08/14/2018 - Present
Osaic FA, Inc. (RADNOR PA)
DE
02/10/2017 - 07/31/2018
CAPITAL ONE INVESTING, LLC (Wilmington DE)
NY
06/17/2014 - 08/07/2014
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
04/24/2012 - 06/17/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
IA
Issued 05/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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