Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Dietz is an investment advisor representative and registered principal at Osaic Wealth, Inc. He provides financial planning, portfolio management for individuals and businesses, and educational seminars. Arthur has been in the financial services industry since 1983 and has held various positions at firms such as Securities America, Inc., Securities Service Network, LLC, and Legacy Financial Services, Inc. He is licensed to provide investment advice in multiple states.
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.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (INDIANA PA)
PA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (INDIANA PA)
PA
07/16/2007 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (INDIANA PA)
PA
07/23/1998 - 07/13/2007
LEGACY FINANCIAL SERVICES, INC. (INDIANA PA)
GA
06/07/1995 - 08/10/1998
WMA SECURITIES, INC. (DULUTH GA)
GA
11/29/1983 - 06/13/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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