Christine Marie Pierce

Current Employers

Employment History

• 09/2013 → Present
  Plan One Financial
  West Deptford, NJ
• 09/2015 → 02/2017
  Sagepoint Financial, Llc
  West Deptford, NJ
• 05/2021 → 09/2023
  Sagepoint Financial, Inc.
  Deptford, NJ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Deptford, NJ

Previous Registrations

• 2021-08-17 → 2023-09-01
  Osaic Services, Inc.
  Williamstown, NJ
  Deptford, NJ

Other Businesses

1) PLAN ONE FINANCIAL GROUP POSITION: Director of Operations NATURE: marketing name -doing business as INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/28/2013 ADDRESS: 901 Cooper St, Deptford NJ 08096, United States DESCRIPTION: business processing, event planning, managing daily office duties. 2) HOWARD MATTSON LLC POSITION: Director of Operations NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/28/2013 ADDRESS: 901 Cooper Street, Deptford NJ 08096, United States DESCRIPTION: Director of Operations- daily business processing and office management 3) NOTARY POSITION: Notary of NJ NATURE: I have been a state-commissioned Notary Public since 02/06/2024, providing services exclusively for the firm's internal administrative needs and its clients. These duties involve verifying identities and witnessing document execution during regular business hours as a professional courtesy. I receive no additional compensation or commissions for these acts, and they do not interfere with my primary professional responsibilities. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2024 ADDRESS: 901 Cooper St, Deptford NJ 08096, United States DESCRIPTION: I serve as a state-commissioned Notary Public exclusively for the firm's clients and internal administrative requirements. My duties involve verifying the identities of signers and witnessing the execution of various legal and financial documents as needed during regular business hours. I am responsible for maintaining a detailed and accurate notary journal and ensuring all acts strictly comply with state laws and regulations. These services are provided as a professional courtesy at no cost to the signers, and I receive no additional compensation or commissions for this role. This activity is ancillary to my primary professional responsibilities and is performed on an as-needed basis without interfering with my daily operations.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-16

Other Names

• Christine Marie Cattell