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Lynn Ann Ferraina

Osaic Wealth, Inc.

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About Lynn Ann Ferraina

Lynn Ann Ferraina is a registered investment advisor representative for Osaic Wealth, Inc. and Ciccarelli Advisory Services Inc. in Naples, FL. Lynn has been in the securities industry since April 1992 and has held several positions in the financial services sector. Lynn's specializations include financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and the selection of other advisors.

Firm Information

Lynn Ferraina 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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Lynn Ferraina’s Registration & Firm History

FL

11/03/2023 - Present

Osaic Wealth, Inc. (NAPLES FL)

FL

04/28/1992 - 11/03/2023

FSC SECURITIES CORPORATION (NAPLES FL)

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Licenses & Designations

IA

Issued 06/26/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2008

Series 7 - General Securities Representative Examination

BC

Issued 04/27/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lynn Ann Ferraina. Review regulatory record here.
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