Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Ryan Osaer is a financial professional with over 12 years of experience in the financial services industry. Jeff Ryan Osaer is currently registered with Cadaret, Grant & CO., Inc. Jeff Ryan Osaer has previously been registered with CHARLES SCHWAB & CO., INC. and CITIZENS SECURITIES, INC.. Jeff Ryan Osaer specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Jeff Ryan Osaer is also a registered investment advisor representative (IAR) for Spartan Wealth Advisory Services, LLC., an independent investment advisor. Jeff Ryan Osaer is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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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MI
01/26/2024 - Present
Cadaret, Grant & CO., Inc. (Birmingham MI)
MI
03/10/2016 - 02/08/2024
CHARLES SCHWAB & CO., INC. (Troy MI)
MI
10/08/2013 - 02/20/2016
CITIZENS SECURITIES, INC. (LIVONIA MI)
MI
09/16/2011 - 10/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
BOTH
Issued 10/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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