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Cosmin Elijah Majors

Advisor at OSAIC Institutions, INC. — Savannah, TN

Updated today

Credentials

Series 63, Series 65

Experience

18 years

Location

Savannah, TN 38372

OSAIC Institutions, INC. logo

OSAIC Institutions, INC.

Enterprise

Total advisors

542

Across 353 offices

Clients per advisor

29 Very Low

Avg AUM per client

$308,738 Low

HNW client ratio

0% Very Low

About

Cosmin Majors is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His work history includes roles at Infinex Investments, Inc. and ProEquities, Inc., and he is also employed as a financial advisor at Hardin County Bank. Outside of his advisory work, he is a half-owner of an auto parts retail business and Savannah Outfitters, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary management.

Client services

Based on OSAIC Institutions, INC.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Solicitation services for other advisers

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

See office

Savannah, TN

235 Wayne Road

Savannah TN 38372

Advisors at this office

1

Most active in

Tennessee

Work history

18 years of industry experience

Infinex Investments, Inc.

2021 - Present • 5 years

Meriden, CT

ProEquities, Inc

2017 - 2021 • 4 years

Savannah, TN

ProEquities, Inc

2007 - 2021 • 14 years

Savannah, TN

Hardin County Bank

2004 - Present • 22 years

Savannah, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kiley L

Series 66

Savannah, TN

Valic Financial Advisors

Kiley Lukens Clagg is a Series 66-licensed financial advisor with Valic Financial Advisors in Jackson, TN, where she has worked since 2015. She has 17 years of industry experience and also serves as an agent with Agia. Outside of financial advising, Clagg owns a photography and photo booth rental business and is active in community service as secretary of the General Federation of Women's Clubs - The Jackson Woman's Club. She is also the founder and adult sponsor of the Jackson Juniorettes, a service club for young women in grades 9 through 12. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Minda W

ChFC®, Series 63, Series 66

Savannah, TN

Edward Jones

Minda Wilson is a financial advisor at Edward Jones with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, she worked at ProEquities, Inc and The Hardin County Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Logan A

Series 66

Savannah, TN

Cetera

Logan Alfano Webb is a financial advisor with Cetera holding a Series 66 credential and two years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2023. Webb also serves as a financial advisor at Shoemaker Financial, providing investment, insurance, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Christopher G

Series 66

Savannah, TN

Edward Jones

Christopher Gant is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2018 and previously worked at Lincare Inc for two years. Gant holds the Series 66 designation and is based in Savannah, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Blake D

Series 66

Savannah, TN

Edward Jones

Blake Dycus is a financial advisor with Edward Jones in Savannah, Tennessee. He holds a Series 66 designation and has 12 years of industry experience, including 13 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Hans C

Series 63, Series 66

Clifton, TN

Fidelity

Hans Cole is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures.

Charitable giving & philanthropy Active portfolio management
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