Unclaimed
Janos Robert Miszti is a registered investment advisor representative with Osaic Wealth, Inc. Janos has been in the securities industry for over 5 years, working with clients in California and Texas. Janos has passed the Series 66, Series 7, and SIE exams. Janos is also a licensed insurance agent.
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
CA
07/27/2023 - Present
Osaic Wealth, Inc. (ROSEVILLE CA)
CA
06/01/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROSEVILLE CA)
BOTH
Issued 07/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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