Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wyatt is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Osaic Wealth, Inc. Christopher is also registered with the state of Texas. Previously, Christopher worked for Securities America, Inc. and First Tennessee Brokerage, Inc. Christopher holds the Series 6, 7, 63 and 65 licenses. Christopher specializes in financial planning, portfolio management and pension consulting. Christopher provides investment advisory services to individuals, businesses, and pension and profit-sharing plans.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
02/21/2008 - 06/14/2024
SECURITIES AMERICA, INC. (DALLAS TX)
TX
03/15/2007 - 02/15/2008
FIRST TENNESSEE BROKERAGE, INC. (DALLAS TX)
TX
04/02/2002 - 01/03/2006
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
IA
Issued 07/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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