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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xavier? Claim Your ProfileXavier Clemente Felipe is a financial advisor with Osaic Advisory Services, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional, and has been in the financial industry since 1990. Felipe's previous experience includes working for Janney Montgomery Scott LLC, Paine Webber Incorporated, Kidder, Peabody & Co. Incorporated, and Rosenkrantz Lyon & Ross Incorporated. He is licensed to provide financial advice in 27 states and specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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
GA
10/22/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
PA
02/10/1997 - 02/08/2006
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NJ
01/28/1995 - 02/24/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/10/1991 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
06/27/1991 - 09/18/1991
ROSENKRANTZ LYON & ROSS INCORPORATED (NEW YORK NY)
NY
02/13/1990 - 07/10/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 06/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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