Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanna? Claim Your ProfileShanna Zito is a financial advisor at Osaic Wealth, Inc., a firm that specializes in working with individuals, high-net-worth individuals, corporations or other businesses, and retirement plans. Shanna joined Osaic Wealth, Inc. on 8/23/2024. Prior to this, Shanna worked at TRIAD ADVISORS LLC and LPL FINANCIAL LLC. Shanna holds Series 63, Series 65, Series 7, and SIE licenses. Shanna has been a financial advisor since 1996.
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
CA
08/23/2024 - Present
Osaic Wealth, Inc. (Irvine CA)
CA
01/02/2019 - 08/23/2024
TRIAD ADVISORS LLC (Irvine CA)
CA
11/30/2010 - 12/31/2018
LPL FINANCIAL LLC (IRVINE CA)
CA
12/17/2007 - 11/30/2010
NRP FINANCIAL, INC. (IRVINE CA)
CA
11/15/2005 - 12/20/2007
CANTELLA & CO., INC. (COSTA MESA CA)
MO
07/01/2003 - 11/16/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/22/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/23/1996 - 12/08/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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