Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lineberger is an active investment advisor representative with Osaic Institutions, Inc., located in Newtown, CT. Christopher has been in the industry since August 8, 2000. Christopher holds Series 7, 63, 66 and 79 licenses. Christopher is also registered in 13 states for securities and investment advisory services. Christopher has worked for several firms in the past including PRUCO SECURITIES, LLC., BOOMERANG CAPITAL LLC, and NYLIFE DISTRIBUTORS LLC. Christopher's specialties include retirement planning, investment planning, college savings planning, and insurance 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.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
04/29/2024 - Present
Osaic Institutions, Inc. (NEWTOWN CT)
CT
06/03/2022 - 04/25/2024
PRUCO SECURITIES, LLC. (SHELTON CT)
CT
08/28/2020 - 12/26/2021
BANKERS LIFE SECURITIES, INC. (Danbury CT)
CT
01/05/2015 - 08/27/2019
BOOMERANG CAPITAL LLC (DARIEN CT)
NY
07/21/2011 - 01/22/2013
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
12/22/2010 - 02/09/2011
FIELDSTONE SERVICES CORP. (NEW YORK NY)
NY
02/12/2001 - 07/16/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/24/1998 - 02/12/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CT
04/20/1998 - 07/06/1998
GREENWICH CAPITAL MARKETS, INC. (STAMFORD CT)
NY
11/06/1996 - 03/26/1998
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/09/1994 - 10/03/1996
SCHRODER WERTHEIM & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 06/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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