Chris Wosnitzer
Regional Director
Phone: 800-747-6111 ext. 7137
Email: Click Here
Prior to joining Securities America, Chris had been in the financial services industry for over a decade, first as a Retail Bank Manager (for six years), then a Regional VP (Wholesaler) for a Mutual Fund Company (also for six years). Since 2005, he has been a Regional Director for Securities America’s Branch Office Development Department.
Chris prides himself on being a consultant to his clients. He makes sure that Securities America is a good fit and can enhance the advisor’s practice. He understands that each representative has unique needs - whether it is to grow a practice, maintain a practice or to just streamline operations, Chris is looking for the Win-Win. Chris says, “I will not waste an advisor’s time if I know that we can not service their business model. I am not an expert on all subject matter, but if I do not know the answer I will contact the appropriate subject matter expert and get back to my prospects in a timely matter. I am always available before, during and after the recruitment effort as a resource for my clients.”
Chris believes that Securities America’s biggest strengths consist of the following: “We understand that you are the client. We listen to our advisors about what is working and conversely on things that need improvement. We strive to be number one in rep-centered technologies, and invest millions of dollars yearly to enhance what our advisors do best: build and strengthen client relationships. Our 10 year track record of successful practice management coaching, and our robust wealth management department, provide advisors with the necessary tools to successfully work with wealthy clients. We have extensive customized marketing support and client acquisition programs. Finally, we understand and support independent financial professionals, as it is they who are the true entrepreneurs of our industry.”
Chris is an avid fisherman and loves the outdoors. When he’s not spending time with his three kids, Chris also enjoys golfing and mountain biking.
Jessica Zeitner
Branch Office Associate Consultant
Phone: 800-747-6111 ext. 7106
Email: Click Here
Jessica has been with Securities America since 2004, and works with Chris to provide prospective representatives an in-depth and thorough look at the benefits that Securities America offers.
Jessica worked in Securities America’s Compensation department as a processor and research specialist prior to her role with the Branch Office Development department. She has great dedication to detail and a strong desire to help make the advisor’s transition process as smooth and painless as possible.
Jessica feels that Securities America is one of the premiere broker/dealers because our employees are so highly trained, “I think that if you choose Securities America you will truly see that we take pride in providing knowledgeable, personal service with a ‘home town’ feeling.”
In her spare time, Jessica and her young daughter like to spend time shopping and cheering on her husband at the local dirt race track.
