Best Investors Account Sign in

Christy Lynn Verenski

Osaic Wealth, Inc.

New Castle, PA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-14
  • PA RA
    APPROVED
    Since 2024-06-14

Branch Locations

10 N Mill St, New Castle, PA 16101 • 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
Sterne Agee Financial Services, Inc. New Castle PA 09/2014 07/2020
Sterne Agee Investment Advisor Services, Inc. Birmingham AL 01/2015 07/2020
Securities America Inc New Castle PA 07/2020 06/2024
Securities America Advisors New Castle PA 07/2020 06/2024
Osaic Wealth, Inc. New Castle PA 06/2024 Present
  • 09/2014 → 07/2020
    Sterne Agee Financial Services, Inc.
    New Castle, PA
  • 01/2015 → 07/2020
    Sterne Agee Investment Advisor Services, Inc.
    Birmingham, AL
  • 07/2020 → 06/2024
    Securities America Inc
    New Castle, PA
  • 07/2020 → 06/2024
    Securities America Advisors
    New Castle, PA
  • 06/2024 → Present
    New Castle, PA
Previous Registrations
  • 2020-07-21 → 2024-06-14
    Securities America Advisors, Inc.
    New Castle, PA
  • 2015-01-30 → 2020-07-22
    New Castle, PA
    Birmingham, AL
  • 2006-11-06 → 2015-01-30
    Wrp Investments, Inc.
    Youngstown, OH
    New Castle, PA
    New Castle, PA
    Youngstown, OH
Other Businesses

SAA POSITION: Investment Consultant/Advisor NATURE: Advisory Affiliation: SSA INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 04/01/2020 ADDRESS: 10 N. Mill St., New Castle PA 16101, United States DESCRIPTION: Potential sales of advisory brokerage accounts to investment clients DIVERSIFIED ADVISOR GROUP, LLC POSITION: Agent/Owner NATURE: InsuranceAgency INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 17 START DATE: 01/01/2006 ADDRESS: 10 N. Mill St., New Castle PA 16101, United States DESCRIPTION: Sell life insurance, health insurance, disability insurance, long term care insurance, and fixed annuities MARY KAY COSMETICS POSITION: sales rep NATURE: Mary Kay Cosmetics INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 155 Witherspoon Rd., Enon Valley PA 16120, United States DESCRIPTION: cosmetics sales UNITED WAY OF LAWRENCE COUNTY POSITION: Board Member/Secretary NATURE: United Way of Lawrence County INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2004 ADDRESS: 223 N. Mercer St, New Castle PA 16101, United States DESCRIPTION: Attend Board Meetings and Executive Committee Meetings 1-2 hours per month DBA - Diversified Advisor Group, LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-29
S63 Uniform Securities Agent State Law Examination 2000-05-02
  • S65 Uniform Investment Adviser Law Examination
    2006-09-29
  • S63 Uniform Securities Agent State Law Examination
    2000-05-02
Other Names
  • Christy Lynn Fletcher

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New Castle, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor