Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindy? Claim Your ProfileMindy Zatta is a financial advisor with Osaic Wealth, Inc. Mindy has been in the industry since 2002. Mindy is registered with the state of Pennsylvania and offers various financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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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2
PA
09/01/2023 - Present
Osaic Wealth, Inc. (Canonsburg PA)
PA
11/14/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Canonsburg PA)
PA
09/07/2010 - 11/17/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (CANONSBURG PA)
PA
06/01/2009 - 09/13/2010
MORGAN STANLEY SMITH BARNEY (UPPER ST. CLAIR PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (UPPER ST. CLAIR PA)
MD
03/16/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
04/08/2003 - 11/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/18/2002 - 02/21/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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