Unclaimed
Christopher Cosby is an active investment advisor representative with Osaic Wealth, Inc., based in Henrico, VA. Christopher has over 10 years of experience in the financial services industry. Christopher is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. Christopher's areas of expertise include financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars. Christopher is registered with the states of California, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and West Virginia.
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
VA
11/02/2018 - Present
Osaic Wealth, Inc. (HENRICO VA)
VA
01/25/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (HENRICO VA)
VA
03/08/2011 - 10/08/2012
SIGNATOR INVESTORS, INC. (HENRICO VA)
IA
Issued 09/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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