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Jorge Luis Pizarro

Osaic Wealth, Inc.

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About Jorge Luis Pizarro

Jorge Luis Pizarro is a registered representative with Osaic Wealth, Inc. Jorge has been in the financial industry since June 2017 and has experience with a number of firms including Woodbury Financial Services, Inc. and Capital One Investing, LLC. Jorge has a Series 66, Series 7, and SIE license. Jorge specializes in working with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies.

Firm Information

Jorge Pizarro is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$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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Jorge Pizarro’s Registration & Firm History

NY

01/19/2024 - Present

Osaic Wealth, Inc. (MANHASSET NY)

NY

07/11/2018 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (MANHASSET NY)

NY

06/05/2017 - 07/11/2018

CAPITAL ONE INVESTING, LLC (SUNNYSIDE NY)

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Licenses & Designations

BOTH

Issued 07/31/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorge Luis Pizarro.
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