Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osiola? Claim Your ProfileOsiola Madrill Henderson is a financial advisor registered with Fidelity Brokerage Services LLC. Osiola has over 15 years of experience in the financial services industry. Osiola is registered with the state of Texas as an Investment Advisor Representative. Previously, Osiola was registered with Northwestern Mutual Investment Services, LLC. in Allen, TX, AXA Advisors, LLC. in New York, NY, and American Express Financial Advisors Inc. in Minneapolis, MN. Osiola has Series 7, Series 6, Series 63, Series 65, Series 9, Series 10, Series 24, and SIE licenses. Osiola is also registered with 52 states as a Broker. Osiola provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, and state or municipal government entities. Osiola also provides financial planning services.
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.
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
TX
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
11/10/2015 - 10/15/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALLEN TX)
NY
01/16/2003 - 09/27/2004
AXA ADVISORS, LLC (NEW YORK NY)
MN
07/18/2002 - 12/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/18/2002 - 12/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 7/1/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 9/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/6/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 9/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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