Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Butler is a financial advisor with over 10 years of experience in the financial services industry. Christopher has worked with several well-known firms, including Merrill Lynch, U.S. Bancorp Investments, Inc., Woodbury Financial Services, Inc., and now Osaic Wealth, Inc. Christopher holds the Series 7 and Series 66 licenses and is registered in California and Kansas. Christopher provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
01/15/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
12/19/2017 - 01/22/2021
U.S. BANCORP INVESTMENTS, INC. (SAN DIEGO CA)
CA
12/14/2015 - 12/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
CA
04/16/2012 - 12/02/2015
U.S. BANCORP INVESTMENTS, INC. (ENCINITAS CA)
CA
02/29/2012 - 04/16/2012
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
12/23/2011 - 03/09/2012
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 07/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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