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Xavier Juan Pujol

Osaic Wealth, Inc.

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About Xavier Juan Pujol

Xavier Juan Pujol is a financial advisor who has been in the industry since 1992. Xavier is currently registered with Osaic Wealth, Inc., and previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Xavier has a wide range of experience and expertise in financial planning, pension consulting, educational seminars, and portfolio management. Xavier provides services to individuals, businesses, and pooled investment vehicles. Xavier also holds the Chartered Financial Consultant designation.

Firm Information

Xavier Pujol 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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Xavier Pujol’s Registration & Firm History

FL

07/07/2023 - Present

Osaic Wealth, Inc. (TAMPA FL)

FL

04/03/1992 - 11/02/2018

SIGNATOR INVESTORS, INC. (TAMPA FL)

MA

04/03/1992 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 01/04/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Xavier Juan Pujol.
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