Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April anne? Claim Your ProfileApril Anne Malicsi Orsi is an investment advisor representative at Osaic Wealth, Inc. April Anne has been in the financial services industry for over 15 years. April Anne has a wide range of experience in financial planning, portfolio management, and investment advisory services. April Anne holds the Series 66, Series 7, Series 9, and Series 10 licenses. April Anne is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor in Florida.
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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FL
02/10/2023 - Present
Osaic Wealth, Inc. (ST PETERSBURG FL)
GA
06/02/2022 - 09/08/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/23/2023 - 02/09/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
01/23/2023 - 02/09/2023
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
FL
03/12/2020 - 06/07/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/25/2019 - 06/07/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
01/19/2018 - 09/04/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
09/26/2013 - 12/13/2017
PNC INVESTMENTS (CLEARWATER FL)
FL
07/31/2012 - 09/12/2013
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (TAMPA FL)
FL
07/31/2012 - 09/12/2013
MUTUAL OF AMERICA SECURITIES CORPORATION (TAMPA FL)
FL
01/08/2010 - 07/17/2012
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
12/02/2005 - 06/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
MN
12/02/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/13/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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