Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osamah? Claim Your ProfileOsamah Mari is a financial advisor with Edward Jones. Osamah has been in the industry since 1999 and has experience with a variety of firms, including Sanford C. Bernstein & Co., LLC, AllianceBernstein Investments, Inc., and Fordham Financial Management, Inc. Osamah is registered with FINRA and the states of New Jersey and Texas. Osamah specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
See schedule d - miscellaneous
1
2
NJ
12/06/2024 - Present
Edward Jones (Wayne NJ)
TN
09/16/2013 - 01/25/2023
SANFORD C. BERNSTEIN & CO., LLC (Nashville TN)
TN
12/14/2000 - 09/19/2013
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NY
08/23/1999 - 09/19/2000
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
NY
09/29/1998 - 09/01/1999
CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)
CO
08/14/1997 - 10/14/1998
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
FL
08/14/1997 - 09/04/1997
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
BOTH
Issued 06/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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