Unclaimed
Christopher Beaty is an investment advisor representative working with Edward Jones in Osage, Iowa. Christopher has been in the industry for about 6 months, previously working as a resident care specialist. Christopher is registered to provide advisory services in Arizona, California, Florida, Iowa, Minnesota, Missouri, Nevada, New York, and Virginia. Christopher has passed both the General Securities Representative Examination and the Securities Industry Essentials Examination and the Uniform Combined State Law Examination. Christopher specializes in investments for individuals, pension consulting, and financial planning.
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.
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.
See schedule d - miscellaneous
1
2
IA
06/13/2024 - Present
Edward Jones (OSAGE IA)
BOTH
Issued 06/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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