Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Bart Ossi is a financial professional with over six years of experience in the industry. Derrick is currently registered with Osaic Wealth, Inc. in New Jersey, New York, and Texas. Derrick has worked with a variety of firms, including LPL Financial LLC, MML Investors Services, LLC, Park Avenue Securities LLC, and SagePoint Financial, Inc. Derrick holds the Series 66, SIE, and Series 7 licenses. Derrick specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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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NJ
09/01/2023 - Present
Osaic Wealth, Inc. (RIDGEWOOD NJ)
NY
09/06/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEW YORK NY)
NJ
03/25/2022 - 09/09/2022
LPL FINANCIAL LLC (CHESTER NJ)
NJ
12/24/2018 - 03/30/2022
MML INVESTORS SERVICES, LLC (Warren NJ)
NJ
03/27/2017 - 07/11/2018
PARK AVENUE SECURITIES LLC (CRANFORD NJ)
BOTH
Issued 03/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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