Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Misty? Claim Your ProfileMisty Dawn Parrillo is a financial advisor based in South Barrington, Illinois. Misty has been working in the financial services industry since November 2008. She currently works at Osaic Wealth, Inc. where she specializes in providing a range of financial planning and investment management services to individuals, families, and businesses. Misty holds the Series 6, 7, 63 and 66 licenses and the SIE exam designation. Misty also holds the designation of "Investment Advisor Representative". In addition to working for Osaic Wealth, Inc., Misty has also previously worked with TRIAD ADVISORS LLC and LPL FINANCIAL LLC.
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.
1
2
IL
08/23/2024 - Present
Osaic Wealth, Inc. (South Barrington IL)
IL
08/30/2019 - 08/23/2024
TRIAD ADVISORS LLC (South Barrington IL)
IL
09/08/2009 - 09/18/2019
LPL FINANCIAL LLC (SOUTH BARRINGTON IL)
IL
11/03/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SOUTH BARRINGTON IL)
BOTH
Issued 07/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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