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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharat? Claim Your ProfileSharat Bail is a registered investment advisor representative with Osaic Wealth, Inc. Sharat has been in the financial services industry since 1994, and is currently licensed to conduct business in Alabama, Arizona, California, Massachusetts, Michigan and Texas. Sharat Bail is also a registered investment advisor in Massachusetts. Sharat has passed the Series 7, Series 24, Series 63, and Series 65 exams, and is a registered principal with Securities America, Inc. Sharat has experience in managing portfolios of mutual funds for clients. Osaic Wealth, Inc. is a large firm with over 43,000 clients. The firm's primary business is providing financial planning, portfolio management, and pension consulting services. Osaic Wealth, Inc. manages over $94 billion in assets.
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
MA
06/14/2024 - Present
Osaic Wealth, Inc. (NORWELL MA)
MA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (NORWELL MA)
MA
08/07/1997 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (NORWELL MA)
NY
04/14/1994 - 07/31/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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