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Sharon Marie Hitlan

Osaic Wealth, Inc.

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About Sharon Marie Hitlan

Sharon Marie Hitlan is a financial advisor at Osaic Wealth, Inc. Sharon has been working in the industry since 2002 and has experience with a variety of firms, including LPL Financial LLC and AXA Advisors, LLC. She is licensed to sell securities in New Jersey and holds both a Series 6 and SIE license. Sharon specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Sharon Hitlan is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sharon Hitlan’s Registration & Firm History

NJ

06/14/2024 - Present

Osaic Wealth, Inc. (Bayonne NJ)

NJ

12/20/2016 - 06/14/2024

SECURITIES AMERICA, INC. (Bayonne NJ)

NJ

02/19/2014 - 12/22/2016

LPL FINANCIAL LLC (BAYONNE NJ)

NJ

03/05/2007 - 02/28/2014

AXA ADVISORS, LLC (BAYONNE NJ)

NJ

01/28/2002 - 02/16/2007

LINSCO/PRIVATE LEDGER CORP. (BAYONNE NJ)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Marie Hitlan.
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