Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Matthew Holloway

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Matthew Holloway

Christopher Holloway is a financial advisor at Osaic Wealth, Inc. based in Hampton, VA. Christopher has been in the financial industry since 1998. Christopher is a registered representative and investment advisor with the firm. Christopher offers a wide range of financial planning and investment services, including portfolio management, educational seminars and selection of other advisors. Christopher also has previous experience with Securities America, Inc. and Investors Security Company, Inc.

Firm Information

Christopher Holloway is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Holloway’s Registration & Firm History

FL

02/14/2025 - Present

Osaic Wealth, Inc. (BOCA RATON FL)

VA

01/02/2013 - 06/14/2024

SECURITIES AMERICA, INC. (HAMPTON VA)

VA

10/20/1998 - 12/31/2012

INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)

Not sure if Christopher Matthew Holloway is right for you?

Licenses & Designations

IA

Issued 02/05/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/04/2001

Series 27 - Financial and Operations Principal Examination

BC

Issued 07/01/1999

Series 4 - Registered Options Principal Examination

BC

Issued 12/02/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Matthew Holloway.
Not sure if Christopher Matthew Holloway is right for you?