Question 1

What is Osaic?

Accepted Answer

Osaic is one of the nation's largest providers of wealth management solutions and home to a diverse, service-driven community of professionals who believe that planning for the future should be transformative, not transactional.

Question 2

What is the partnership with Osaic like?

Accepted Answer

Osaic's partnership model allows them to provide more support, resources, and time for their clients to focus on what matters. They help their partners reach their full potential and achieve their business goals, as success looks different for everyone.

Question 3

What is the community like at Osaic?

Accepted Answer

Osaic fosters a diverse and inclusive community that celebrates differences. They believe there is a place for everyone and aim to help their clients expand their professional network and find their peers.

Question 4

What certifications and registrations does Osaic have?

Accepted Answer

Osaic Wealth, Inc., Osaic Institutions, Inc., and Osaic Services, Inc. are broker-dealers and registered investment advisers, and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, which are registered investment advisers.

Securities America Inc.

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Frequently Asked Questions about Securities America Inc.

What is Osaic?

What is the partnership with Osaic like?

What is the community like at Osaic?

What certifications and registrations does Osaic have?

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