Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Loy is a financial advisor currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. He is also active as an Investment Advisor Representative in Georgia. Christopher has been in the industry since 2013 and has a strong track record of providing financial advice and investment management services. Christopher is committed to helping clients reach their financial goals. He has a diverse background in financial services, having worked for several firms, including Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., and E*TRADE Securities LLC. Christopher is also a Series 66 and Series 63 license holder. In addition to his experience, he is committed to staying up-to-date on the latest industry trends and regulations. Christopher has been with Osaic Wealth, Inc. since November 2023.
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
AZ
11/03/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
09/21/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
09/21/2018 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/21/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
11/04/2013 - 09/11/2018
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 04/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 4 - Registered Options Principal Examination
BC
Issued 04/08/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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