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Edgar Osols

BGC Financial, LP

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About Edgar Osols

Edgar Osols is a financial advisor who has been in the industry since 2018. Edgar is currently registered with BGC Financial, LP and is licensed in New York. Edgar holds Series 63, SIE and Series 7 licenses. Previously, Edgar worked with Magen Financial LLC, BGC Financial, L.P. and Sunrise Brokers LLC.

Firm Information

Edgar Osols is currently registered with BGC Financial, LP. BGC Financial, LP is a Partnership that was formed on April 2, 2008. They are registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have been involved in 36 Regulatory Events.

Not reported

Assets Under Management

Not reported

Total Clients

132

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.

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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Edgar Osols’s Registration & Firm History

NY

04/04/2024 - Present

BGC Financial, LP (NEW YORK NY)

NY

07/05/2022 - 04/08/2024

MAGEN FINANCIAL LLC (NEW YORK NY)

NY

06/30/2021 - 01/04/2022

BGC FINANCIAL, L.P. (NEW YORK NY)

NY

04/28/2018 - 07/01/2021

SUNRISE BROKERS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/25/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Edgar Osols.
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