Unclaimed
Pamela James Ostrander is a financial advisor with Osaic Wealth, Inc. Pamela has been in the financial services industry since 1997. Osaic Wealth, Inc. is an investment advisor that provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Pamela is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6 and Series 63 licenses.
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.
1
2
NY
11/02/2018 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
03/18/2005 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
NY
05/10/2004 - 11/05/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/01/1999 - 03/26/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
12/02/1997 - 02/11/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/02/1997 - 02/11/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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