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SEAN WELSH
CRD#: 6241899
IA
B
OSAIC WEALTH, INC.CRD#: 23131 10411 CORPORATE DRIVE
SUITE 202
PLEASANT PRAIRIE, WI 53158
SUITE 202
PLEASANT PRAIRIE, WI 53158
0
Disclosures
2
Years of Experience
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State Registrations
B
Wisconsin 1/19/2024
IA
Wisconsin 1/19/2024
SRO Registrations
B
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IA
Registered with this firm since 1/19/2024
B
Registered with this firm since 1/19/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 04/05/2023 - 01/19/2024 | PLEASANT PRAIRIE, WI | |
B | 10/24/2022 - 01/19/2024 | PLEASANT PRAIRIE, WI |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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