Unclaimed
Christopher Wilkins is a financial advisor with over 15 years of experience in the industry. Christopher is currently registered with Osaic Wealth, Inc. and holds registrations in several states, including Colorado, Texas, Arizona, California, Florida, Maryland, Nebraska, New Jersey, and North Carolina. Christopher has a strong track record of providing financial advice to individuals, families, and businesses. Christopher also holds licenses and has expertise in Life and long term care insurance.
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
CO
01/19/2024 - Present
Osaic Wealth, Inc. (COLORADO SPRINGS CO)
CO
02/03/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
03/25/2017 - 02/05/2020
MML INVESTORS SERVICES, LLC (Colorado Springs CO)
CO
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
04/02/2014 - 01/02/2015
NEW ENGLAND SECURITIES (COLORADO SPRINGS CO)
CO
07/17/2008 - 03/14/2014
AXA ADVISORS, LLC (COLORADO SPRINGS CO)
BOTH
Issued 12/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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