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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bosse is a registered Investment Advisor Representative associated with Orion Portfolio Solutions, LLC, a firm with over $10 billion in assets under management. Christopher is also a registered representative with FINRA. Christopher's experience in the industry began in 2007, and has specialized in portfolio management for individuals, businesses, and pooled investment vehicles. Christopher's firm offers a variety of advisory services including portfolio management, pension consulting, selection of other advisers, and financial 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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
MO
05/10/2011 - 07/27/2012
NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)
KY
10/05/2007 - 04/02/2009
NATIONAL PENSION & GROUP CONSULTANTS, INC (HEBRON KY)
IA
Issued 07/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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