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Marilyn M Kadis

Osaic Wealth, Inc.

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About Marilyn M Kadis

Marilyn Kadis is a financial professional with over 15 years of experience in the financial services industry. Currently, Marilyn is a registered representative with Osaic Wealth, Inc. Marilyn has previously held roles at Securities America, Inc., Lincoln Investment, Capital Analysts, Incorporated, and Sanders Morris Harris Inc. Marilyn holds the Series 6 and the Securities Industry Essentials Examination licenses. Marilyn specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

Marilyn Kadis 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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Marilyn Kadis’s Registration & Firm History

OH

06/14/2024 - Present

Osaic Wealth, Inc. (MAYFIELD HTS OH)

OH

01/26/2023 - 06/14/2024

SECURITIES AMERICA, INC. (MAYFIELD HTS OH)

OH

06/01/2012 - 10/24/2022

LINCOLN INVESTMENT (Cleveland OH)

OH

04/23/2010 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (CLEVELAND OH)

OH

07/09/2008 - 05/21/2010

SANDERS MORRIS HARRIS INC. (BEACHWOOD OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Marilyn M Kadis. Review regulatory record here.
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