Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Friel is a financial advisor with over 40 years of experience in the industry. Jack has a broad background in the financial industry having worked for various firms over the years. Jack is currently registered with Osaic Wealth, Inc., a firm that provides advisory services to individuals, families, and businesses. Jack holds Series 1, 6TO, 22TO, and SIE licenses and is registered in 11 states. He is an insurance agent and offers traditional life insurance, fixed annuities, and fixed life settlements.
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
01/24/2025 - Present
Osaic Wealth, Inc. (BOSTON MA)
IN
05/15/2001 - 05/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
10/17/1988 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
PA
03/09/1978 - 09/29/1988
CIGNA SECURITIES, INC. (RADNOR PA)
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 02/23/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jack Friel is the right advisor for you? Invested Better is here to help.
