Derrick
Ossi
Osaic Wealth, Inc
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About this Advisor
Derrick Ossi is a financial advisor based in New York, New York, working with Osaic Wealth, Inc. Derrick has previously held positions at Park Avenue Securities LLC, Guardian Life Insurance Co, William Paterson University, Northeast Planning, Mml Investors Services, Massmutual, Lpl Financial LLC, Sagepoint Financial, Inc, and Osaic Wealth, Inc. Derrick has passed the Series 66 regulatory exam and is registered to provide services in New Jersey, New York, and Texas. Currently, Derrick is part of Osaic Wealth, Inc, which operates out of New York, New York. 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
Derrick Ossi Work History
Osaic Wealth, Inc
Lpl Financial LLC
Sagepoint Financial, Inc
Mml Investors Services
Massmutual
Park Avenue Securities LLC
Guardian Life Insurance Co
Northeast Planning
William Paterson University
Disclosures
Please visit the SEC profile of Derrick Ossi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Wealth, Inc
Waterloo, IA
Buffalo, NY
Effingham, IL
Overland Park, KS
Lake Worth, FL
Mc Lean, VA
Fort Wayne, IN
Emporia, KS
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