Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osman? Claim Your ProfileOsman Cardona rosales is an investment advisor representative registered with TD Private Client Wealth LLC. Osman has been registered with the Securities and Exchange Commission (SEC) since 2022. They are also registered with the states of Connecticut, Delaware, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Osman is licensed in the states of CT, DE, MD, MA, NJ, NY, NC, PA, SC, and VA. TD Private Client Wealth LLC is a wealth management firm that provides financial planning, investment management, and other services to individuals, businesses, and institutions.
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.
A percentage of the total value of assets under management is charged.
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NY
09/13/2022 - Present
TD Private Client Wealth LLC (NEW YORK NY)
IA
Issued 06/07/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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