Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McNeil is a financial advisor with over 25 years of experience in the financial services industry. Christopher is currently registered with Osaic Wealth, Inc. and has a strong track record of providing comprehensive financial planning services to individuals, families, businesses, and institutions. Christopher is committed to helping clients achieve their financial goals through a personalized approach. Christopher has a strong background in investment management, retirement planning, and estate 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.
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
OK
01/19/2024 - Present
Osaic Wealth, Inc. (EDMOND OK)
OK
05/26/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EDMOND OK)
OK
02/08/2012 - 06/14/2023
LPL FINANCIAL LLC (EDMOND OK)
OK
02/04/2009 - 02/21/2012
WADDELL & REED, INC. (EDMOND OK)
IL
10/21/2008 - 12/24/2008
CHASE INVESTMENT SERVICES CORP. (NAPERVILLE IL)
IL
01/05/2007 - 10/20/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ORLAND PARK IL)
IL
01/28/1997 - 01/08/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
IL
01/28/1997 - 02/26/1997
CHICAGO PARTNERSHIP BOARD, INC. (CHICAGO IL)
IA
Issued 02/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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