Debbi
Friedman-Peters
Osaic Wealth, Inc
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About this Advisor
Debbi Friedman-Peters is a financial advisor based in Flemington, New Jersey, working with Osaic Wealth, Inc. Debbi has previously held positions at Osaic Wealth, Inc, Sagepoint Financial, Inc, Rosenblum & Co, Sii Investments, Inc, and Lpl Financial, LLC. Debbi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Debbi is part of Osaic Wealth, Inc, which operates out of Flemington, New Jersey. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Debbi Friedman-Peters Work History
Osaic Wealth, Inc
Rosenblum & Co
Sagepoint Financial, Inc
Lpl Financial, LLC
Sii Investments, Inc
Disclosures
Please visit the SEC profile of Debbi Friedman-Peters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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