Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ori? Claim Your ProfileOri William Pagovich is an active investment advisor representative with Osaic Wealth, Inc., licensed in New York, New Jersey and California. Ori has been working in the financial services industry since 1999. Prior to joining Osaic Wealth, Inc., Ori worked at FSC Securities Corporation, Signator Investors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company and MML Investors Services, Inc. Ori has successfully completed the Securities Industry Essentials Examination, General Securities Representative Examination, and Investment Company Products/Variable Contracts Representative Examination. Ori is also registered as an investment advisor representative in New York. Ori offers various financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both 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
NY
11/03/2023 - Present
Osaic Wealth, Inc. (GREAT NECK NY)
NY
12/14/2009 - 11/03/2023
FSC SECURITIES CORPORATION (GREAT NECK NY)
NY
09/09/2008 - 11/27/2009
SIGNATOR INVESTORS, INC. (MELVILLE NY)
NY
01/23/2007 - 09/08/2008
METLIFE SECURITIES INC. (NEW YORK NY)
NY
01/23/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/18/1999 - 02/23/2007
MML INVESTORS SERVICES, INC. (NEW YORK NY)
BC
Issued 12/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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