Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emma? Claim Your ProfileEmma Bertalan Sobczak is an active investment advisor representative with Osaic Wealth, Inc. Emma has been in the industry since 2017. Emma has a Series 7, Series 66, Series 24, and Series 52TO securities licenses. Emma's previous employers include TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., and MML INVESTORS SERVICES, LLC. Emma provides advisory services to individuals, corporations, and businesses, with a focus on financial planning, portfolio management, and pension consulting.
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
AZ
09/13/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
06/25/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
06/25/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
06/25/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
06/25/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
06/29/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
10/12/2017 - 06/26/2018
MML INVESTORS SERVICES, LLC (FORT LAUDERDALE FL)
BOTH
Issued 12/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 04/11/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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