Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Torrey? Claim Your ProfileTorrey Giancursio is an investment advisor representative at Osaic Wealth, Inc. Torrey has been in the financial industry since June 2013 and has experience in providing financial advice to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Torrey specializes in a wide range of financial planning services, including retirement planning, college savings, estate planning, and insurance. Torrey Giancursio holds multiple licenses and certifications and is committed to providing his clients with the highest level of service and expertise.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
11/11/2015 - 07/27/2016
WADDELL & REED (FAIRPORT NY)
NY
07/16/2013 - 02/11/2015
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
NY
08/27/2012 - 06/18/2013
NYLIFE SECURITIES LLC (FAIRPORT NY)
IA
Issued 05/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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