Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athan? Claim Your ProfileAthan Vorilas is a registered representative and investment advisor representative, with over 35 years of experience in the financial services industry. Athan is a principal at Osaic Wealth, Inc. based in Melville, New York and is registered to provide investment advisory services and securities brokerage services in 49 states. Athan is dedicated to providing financial planning and portfolio management services for individuals and businesses.
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
NY
11/19/2019 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
04/04/2008 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
NY
11/09/1987 - 04/09/2008
PRUCO SECURITIES, LLC. (NEW YORK NY)
IA
Issued 04/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 06/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/25/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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