Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher O'Connell is a financial advisor with Osaic Wealth, Inc. located in Omaha, NE. Christopher has been in the industry since February 2, 1987. Christopher holds a Series 7, 26, 63 and 66 licenses. Christopher has a strong background in financial planning and portfolio management for individuals and businesses. Christopher is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
03/29/2018 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
10/28/1986 - 12/20/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
10/28/1986 - 12/31/1995
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
BOTH
Issued 01/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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