Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bass is a financial advisor with over 18 years of experience in the financial services industry. Christopher is currently registered with Osaic Wealth, Inc. in New Bern, NC, and has previously worked with Woodbury Financial Services, Inc., Questar Capital Corporation, LPL Financial LLC, and Edward Jones. Christopher has experience working with a variety of clients, including individuals, businesses, and institutions, and specializes in providing financial planning, pension consulting, and educational seminars.
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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NC
01/19/2024 - Present
Osaic Wealth, Inc. (NEW BERN NC)
NC
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NEW BERN NC)
NC
11/20/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (NEW BERN NC)
NC
04/03/2009 - 12/12/2013
LPL FINANCIAL LLC (NEW BERN NC)
NC
08/09/2005 - 04/06/2009
EDWARD JONES (NEW BERN NC)
BC
Issued 09/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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