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Cole David DiMarco
Cole DiMarco
CRD#: 7926273
IA
B
OSAIC WEALTH, INC.CRD#: 23131 17400 LAGUNA CANYON ROAD
SUITE 125
IRVINE, CA 92618
SUITE 125
IRVINE, CA 92618
0
Disclosures
<1
Years of Experience
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State Registrations
B
California 1/24/2025
IA
California 1/24/2025
SRO Registrations
B
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IA
Registered with this firm since 1/24/2025
B
Registered with this firm since 1/24/2025
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 11/04/2024 - 01/24/2025 | IRVINE, CA | |
B | 09/14/2024 - 01/24/2025 | IRVINE, CA |
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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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