Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Fleurat is a financial advisor registered with Osaic Wealth, Inc., headquartered in Scottsdale, Arizona. Christopher has been in the financial services industry since 2007 and has a proven track record of helping individuals and families achieve their financial goals. Christopher is a registered representative and investment advisor representative and has a strong background in investment planning, retirement planning, and wealth management. Christopher holds Series 7, Series 63 and Series 65 securities licenses and is also licensed in several states.
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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2
CO
06/20/2024 - Present
Osaic Wealth, Inc. (GOLDEN CO)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
AL
10/11/2018 - 07/17/2020
INVESTACORP, INC. (Birmingham AL)
MN
06/21/2017 - 05/25/2018
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
OH
03/03/2016 - 05/02/2016
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
CO
09/05/2013 - 12/07/2015
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
12/09/2009 - 08/05/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
11/13/2009 - 11/25/2009
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
07/24/2007 - 09/09/2008
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
IA
Issued 02/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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