Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Christopher has been an active financial advisor since June 2011. Kevin has a variety of licenses and registrations across multiple states. Kevin is currently registered with Osaic Wealth, Inc., and has previously been registered with SAGEPOINT FINANCIAL, INC., PRUCO SECURITIES, LLC., and METLIFE SECURITIES INC.. Kevin offers a wide range of services to clients, including financial planning, portfolio management, and pension consulting.
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
NY
09/16/2024 - Present
Osaic Wealth, Inc. (SYRACUSE NY)
NY
12/18/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SYRACUSE NY)
NY
08/04/2015 - 12/12/2017
PRUCO SECURITIES, LLC. (DEWITT NY)
NY
06/20/2011 - 07/30/2015
METLIFE SECURITIES INC. (SYRACUSE NY)
IA
Issued 02/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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