Unclaimed
Arthur Wayne Costanzo is a registered representative with Osaic Wealth, Inc. Arthur has been in the industry since 1984 and is licensed to sell securities in 16 states. Arthur has extensive experience in tax preparation, fixed annuities sales, and life insurance sales.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
09/10/1991 - 10/06/2008
PRIME CAPITAL SERVICES, INC. (GARDEN CITY NY)
CO
09/03/1991 - 12/14/1992
SCHNEIDER SECURITIES, INC. (DENVER CO)
CA
05/18/1990 - 09/04/1991
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
10/03/1988 - 05/18/1990
JONATHAN ALAN & CO., INC.
NA
02/12/1986 - 10/11/1988
FIRST INVESTORS CORPORATION
NA
06/26/1984 - 12/04/1985
FIRST INVESTORS CORPORATION
BC
Issued 06/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/25/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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