Unclaimed
Earle Pitt is a financial advisor with over 40 years of experience in the industry. Earle is a Managing Director at Osaic Wealth, Inc. and has previously held positions at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Earle holds several licenses and certifications including Series 63, 65, 51, 24, 7, 6TO, 22TO, and SIE.
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
MA
11/02/2018 - Present
Osaic Wealth, Inc. (MARSHFIELD MA)
MA
04/10/1978 - 11/02/2018
SIGNATOR INVESTORS, INC. (MARSHFIELD MA)
MA
04/10/1978 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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