Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gorham is a financial advisor registered with Osaic FA, Inc. Christopher is located in IRVINE, CA and has been working in the financial industry since 2015. He has been working for Osaic FA, Inc. since November 2015. Christopher has passed the Series 66, Series 7 and the SIE exams. Christopher specializes in portfolio management for individuals and businesses. Christopher is also able to provide financial planning and educational seminars to clients. He is able to provide services to individuals, high-net-worth individuals, corporations, and other businesses, as well as charitable organizations and pension and profit-sharing plans.
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
CA
11/05/2015 - Present
Osaic FA, Inc. (IRVINE CA)
BOTH
Issued 10/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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