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Deepa Gibbons

Osaic Wealth, Inc.

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About Deepa Gibbons

Deepa Gibbons is a financial advisor with Osaic Wealth, Inc. Deepa has over 20 years of experience in the financial services industry and holds both Series 7 and Series 63 licenses. Deepa Gibbons is registered to provide advisory services in New Jersey and New York. Deepa also holds Series 6 and Series 65 licenses. Deepa is committed to helping clients reach their financial goals. Deepa Gibbons provides a range of financial services, including financial planning, portfolio management, and pension consulting. Deepa Gibbons also offers educational seminars to help clients learn more about financial planning.

Firm Information

Deepa Gibbons is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Deepa Gibbons’s Registration & Firm History

AZ

09/27/2022 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

MN

09/28/2022 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

GA

09/27/2022 - 11/03/2023

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

09/27/2022 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

GA

02/07/2022 - 09/26/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)

NY

03/31/2021 - 01/21/2022

IBN FINANCIAL SERVICES, INC. (Massapequa NY)

NY

07/28/2020 - 09/25/2020

TRADERFIELD SECURITIES INC. (Massapequa NY)

NY

02/15/2016 - 08/14/2019

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

02/18/2013 - 04/21/2014

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (MELVILLE NY)

NY

08/28/2007 - 12/31/2011

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)

NY

01/30/2007 - 08/13/2007

PARK AVENUE SECURITIES LLC (GARDEN CITY NY)

NY

03/16/2006 - 07/14/2006

GUNNALLEN FINANCIAL, INC (WESTBURY NY)

NY

06/10/2005 - 03/03/2006

PARK AVENUE SECURITIES LLC (MELVILLE NY)

NY

06/23/2004 - 02/25/2005

PARK AVENUE SECURITIES LLC (NEW YORK NY)

MA

07/01/2003 - 02/27/2004

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MO

06/07/2000 - 03/01/2002

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

MA

05/18/1998 - 04/08/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 03/28/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/2001

Series 7 - General Securities Representative Examination

BC

Issued 05/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deepa Gibbons.
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