Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Peerless is an Investment Advisor Representative with Osaic Wealth, Inc. based in Prescott Valley, AZ. Christopher has been in the financial services industry since 1980, and has a wide range of experience. Christopher is also a Sole Proprietor, with a focus on fixed annuities. Christopher's firm, Osaic Wealth, Inc., is a registered investment advisor with over 39,691 clients and over $94 billion in assets under management. Osaic Wealth offers a range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
AZ
11/06/2023 - Present
Osaic Wealth, Inc. (PRESCOTT VALLEY AZ)
AZ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PRESCOTT VALLEY AZ)
AZ
01/10/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
11/12/1997 - 01/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
CA
09/18/1995 - 10/28/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NE
07/18/1994 - 09/12/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
09/20/1993 - 06/16/1994
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
03/19/1992 - 09/20/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
AZ
04/20/1987 - 03/30/1992
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
01/18/1985 - 05/08/1987
PAINEWEBBER INCORPORATED
NA
07/01/1980 - 01/17/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 01/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Peerless is the right advisor for you? Invested Better is here to help.
