Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jon Mitchell is an active Registered Representative and Investment Advisor Representative with over 18 years of experience in the financial services industry. Christopher has a diverse background, having worked with several firms in various roles. Currently, Christopher is associated with Osaic Wealth, Inc., a firm with extensive experience in serving various client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Christopher holds Series 6, 7, and 63 licenses, as well as the SIE designation, demonstrating a strong foundation in securities knowledge. Christopher's professional background and qualifications make him a well-rounded financial professional, equipped to provide a range of services to his clients.
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
PA
01/27/2020 - Present
Osaic Wealth, Inc. (DEVON PA)
PA
02/04/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (DEVON PA)
PA
03/19/2014 - 06/26/2015
AMERIPRISE FINANCIAL SERVICES, INC. (WEST CHESTER PA)
PA
05/07/2004 - 02/26/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 02/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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