Unclaimed
Christopher Virgil is a financial advisor with over 15 years of experience in the industry. Christopher has a strong background in securities trading and investment advising, holding Series 7, 24, 4, 55, 57TO, and SIE licenses. Christopher is currently registered with Osaic Wealth, Inc., a firm that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Prior to joining Osaic Wealth, Inc. Christopher was affiliated with Securities America, Inc. and Wall Street Financial Group, Inc. Christopher's experience and expertise make him a valuable resource for clients seeking financial guidance and investment advice.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (VICTOR NY)
NY
06/06/2014 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)
CO
01/04/2013 - 06/09/2014
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
NY
07/20/2009 - 01/08/2013
WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)
NY
09/24/2008 - 11/26/2008
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
BC
Issued 09/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/17/2012
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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