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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Floren is a financial advisor with Osaic Wealth, Inc. Whitney has been in the industry since April 1995 and is licensed to provide financial advice in Florida and Massachusetts. Whitney has experience working with individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. Whitney is dedicated to providing personalized financial advice and helping clients reach their financial goals.
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
11/23/2018 - Present
Osaic Wealth, Inc. (MARSHFIELD MA)
MA
04/19/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (MARSHFIELD MA)
MA
02/27/2009 - 04/29/2013
UBS FINANCIAL SERVICES INC. (HYANNIS MA)
MA
05/13/1999 - 03/19/2009
CITIGROUP GLOBAL MARKETS INC. (HYANNIS MA)
MA
04/24/1995 - 06/16/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/24/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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