Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Thomas Yingling is a registered representative with Osaic Wealth, Inc. in New Berlin, Wisconsin. Christopher is a licensed investment advisor representative in Wisconsin. Christopher has been in the securities industry since 2016 and has experience in property and casualty insurance sales. Christopher holds the Series 7TO, Series 6TO, Series 63, Series 66 and Series 24 securities licenses. Christopher is also a licensed insurance broker in Wisconsin. Christopher's specializations include investment strategies, retirement planning, financial planning, and estate planning. Christopher has a strong focus on providing personalized financial advice to individuals and families.
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
WI
01/08/2024 - Present
Osaic Wealth, Inc. (NEW BERLIN WI)
BOTH
Issued 01/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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