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Christina Marie Aleckson

Osaic Wealth, Inc.

Beaverton, OR

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-20
OR RA APPROVED 2024-06-14
  • TX RA
    APPROVED
    Since 2024-06-20
  • OR RA
    APPROVED
    Since 2024-06-14

Branch Locations

4905 Sw Griffith Dr Suite 105, Beaverton, OR 97005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Beaverton OR 01/2009 06/2024
Securities America Advisors, Inc. Beaverton OR 01/2009 06/2024
Osaic Wealth, Inc. Beaverton OR 06/2024 Present
  • 01/2009 → 06/2024
    Securities America, Inc.
    Beaverton, OR
  • 01/2009 → 06/2024
    Securities America Advisors, Inc.
    Beaverton, OR
  • 06/2024 → Present
    Beaverton, OR
Previous Registrations
  • 2009-01-23 → 2024-06-14
    Securities America Advisors, Inc.
    Beaverton, OR
    Beaverton, OR
    Beaverton, OR
  • 2000-12-04 → 2009-01-23
    Brecek & Young Advisors, Inc.
    Folsom, CA
    Lake Oswego, OR
    Tigard, OR
    Tigard, OR
    Beaverton, OR
Other Businesses

1. INGLE POINT FINANCIAL ADVISORS, INC. POSITION: Agent NATURE: Fixed Insurance and annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2009 ADDRESS: 4905 SW Griffith Dr, Suite 105, Beaverton OR 97005, United States DESCRIPTION: Presenting and selling fixed annuities, term and fixed permanent life insurance, and individual disability and long-term care insurance. 2. ZIMBABWE RHINO PROJECT POSITION: Treasurer and Board Member NATURE: Zimbabwe Rhino Project is a 501(c)(3) non-profit that raises money and goods for Environmental Stewardship Trust in Zimbabwe who work to protect Rhinos from poachers. We also raise awareness of the issue of animals being poached in our work. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/04/2018 ADDRESS: 1652 W Hill Ave, Sisters OR 97759, United States DESCRIPTION: Founding board member of the organization. Helped to craft the by-laws and governing documents. Meet monthly with the board to discuss the organization's activities and goals and implement. I am the past secretary (rolled off March 2023) and current treasurer as of April 2023. My responsibility is to track money incoming and outgoing, wire to the organization we support in Zimbabwe, and present reports to the board. There are three signers on the account: myself, another board member, and the board President. I also co-chair the fundraising committee. We are in charge of events and programs. 3. CHRISTINA ALECKSON POSITION: Owner and Founder NATURE: Public speaking and author. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/30/2017 ADDRESS: 4905 SW Griffith Dr, Suite 105, Beaverton OR 97005, United States DESCRIPTION: Paid Public speaking and selling books. The topics relate around money and basics of financial concepts, such as budgeting. There is no investment advice given. The target audience is Millennials/Gen Y. Secondary targets are Gen X and entreprenuers. There is some business consulting on the Entrepreneur side.I will submit presentations through Adtrax to verify the topics are not related to my investment business.This will be set up as a LLC in the near future and additional websites may be added. I will update as that happens. 4. PACIFIC UNIVERSITY BOXER CLUB POSITION: Director NATURE: PACIFIC UNIVERSITY BOXER CLUB BOARD OF DIRECTORS INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2011 ADDRESS: 2043 College Way, Forest Grove OR 97116, United States DESCRIPTION: Director on the Board. Meet quarterly to discuss activities to enhance the athletic experience for students and fans at Pacific University. Assist in planning events. Attend events. 5. WOMEN IN INSURANCE AND FINANCIAL SERVICES POSITION: President NATURE: 501(c)(6) Organization INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 10 START DATE: 10/13/2024 ADDRESS: 2828 N Central Ave, Suite 1100D, Phoenix AZ 85004, United States DESCRIPTION: Work with Officers and the Board of Directors to oversee the national organization in its mission to Attract, Develop, and Advance Women in the Insurance and Financial Services industries.This will require attending monthly board meetings and officer meetings, an annual national conference and an annual planning meeting.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-08
S63 Uniform Securities Agent State Law Examination 1999-07-27
  • S65 Uniform Investment Adviser Law Examination
    2000-07-08
  • S63 Uniform Securities Agent State Law Examination
    1999-07-27

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