Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kirby is an investment advisor representative with Osaic Wealth, Inc. Christopher has been in the securities industry since March 18, 2001. Christopher is licensed in Nebraska and has passed the following exams: Series 66, Series 24, SIE, and Series 7. Christopher's previous employer was Securities America, Inc. Christopher has been with Osaic Wealth, Inc. since June 2024. Christopher specializes in a variety of areas, including: providing financial planning services, pension consulting, conducting educational seminars, selecting other advisors, managing portfolios for businesses and individuals. Christopher is also a business consultant employee of Securities America Financial Corporation.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
03/19/2001 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
BOTH
Issued 01/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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