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Jerry Celentano

Osaic Institutions, Inc.

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About Jerry Celentano

Jerry Celentano has been in the financial industry since April 1999 and currently is a registered representative with Osaic Institutions, Inc. Jerry has experience at several firms, including Santander Securities LLC, HSBC Securities (USA) Inc., SANFORD C. BERNSTEIN & CO., LLC and TD WATERHOUSE INVESTOR SERVICES, INC. Jerry has a broad range of experience in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Jerry Celentano is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

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 individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

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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Jerry Celentano’s Registration & Firm History

NY

04/17/2023 - Present

Osaic Institutions, Inc. (NEW YORK NY)

NJ

08/24/2021 - 04/05/2023

SANTANDER SECURITIES LLC (Florham Park NJ)

DC

11/28/2012 - 08/16/2021

HSBC SECURITIES (USA) INC. (WASHINGTON DC)

NY

10/12/2007 - 12/03/2012

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

01/01/2005 - 09/26/2007

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

12/18/2000 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

NE

12/07/1999 - 10/25/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NE

04/02/1998 - 08/13/1998

WATERHOUSE SECURITIES, INC. (OMAHA NE)

NA

08/08/1997 - 02/06/1998

WALSH MANNING SECURITIES, LLC

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Licenses & Designations

BOTH

Issued 08/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/16/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/03/2002

Series 24 - General Securities Principal Examination

BC

Issued 04/17/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerry Celentano.
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