Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amedee? Claim Your ProfileAmedee O'Gorman is a registered representative of Osaic Wealth, Inc., working out of their Waukesha, WI office. Amedee specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pooled investment vehicles. Amedee has been working in the securities industry since January 2021 and holds Series 7TO, SIE, and Series 66 licenses. Before joining Osaic Wealth, Amedee was a registered representative at Woodbury Financial Services, Inc. In addition to Amedee's current role, Amedee also owns and operates a sole proprietorship, Ferrito & O'Gorman Financial Group, assisting clients with the sale and administration of life insurance policies. Amedee is also a baseball instructor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (WAUKESHA WI)
WI
01/26/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WAUKESHA WI)
BOTH
Issued 02/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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