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Eric Michael Weissman

Osaic Wealth, Inc.

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About Eric Michael Weissman

Eric Michael Weissman is an investment advisor representative who has been in the industry since 1992. Eric is currently registered with Osaic Wealth, Inc. and previously worked at Signator Investors, Inc., New England Securities, NYLIFE Securities LLC, John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company. Eric holds Series 6, 7, 63 and 65 licenses and has passed the SIE exam. Eric also holds the Chartered Financial Consultant designation. Eric has been registered in the states of California, Delaware, Florida, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Virginia and Washington. Eric's other business includes insurance brokerage.

Firm Information

Eric Weissman is currently registered with Osaic Wealth, Inc.. OSAIC WEALTH, INC. is an Arizona-based corporation that provides financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other client types. With a focus on portfolio management, the firm manages over $94 billion in assets under management across discretionary and non-discretionary accounts. Their registered representatives and investment advisor representatives provide investment advisory services across various states.
Osaic Wealth, Inc.

290 WEST MOUNT PLEASANT AVE

LIVINGSTON, NJ 07039

$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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Eric Weissman’s Registration & Firm History

NJ

11/02/2018 - Present

Osaic Wealth, Inc. (LIVINGSTON NJ)

NJ

04/01/2011 - 11/02/2018

SIGNATOR INVESTORS, INC. (LIVINGSTON NJ)

NJ

04/16/2008 - 04/06/2011

NEW ENGLAND SECURITIES (FAIRFIELD NJ)

NJ

07/20/2005 - 04/16/2008

NYLIFE SECURITIES LLC (SADDLE BROOK NJ)

MA

05/01/1997 - 06/13/2005

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

10/16/1992 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MA

10/16/1992 - 02/23/1994

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 1/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/5/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/14/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Michael Weissman.
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