Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orest? Claim Your ProfileOrest Baransky is a financial advisor with Osaic Wealth, Inc. Orest is a Certified Financial Planner with over 20 years of experience in the financial services industry. Orest has been registered with the state of New York since 2021 and has licenses in several other states including California, Florida, Illinois, Louisiana, Massachusetts, New Jersey, North Carolina, Vermont, and Virginia. Orest has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. Orest's expertise includes financial planning, portfolio management, and retirement planning. Orest is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NY
04/26/2021 - Present
Osaic Wealth, Inc. (COMMACK NY)
NY
11/05/2003 - 05/11/2015
NATIONAL PLANNING CORPORATION (COMMACK NY)
CA
08/01/2003 - 11/05/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
11/12/1996 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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