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Sibyl S

Series 66

Atlanta, GA

OSAIC

Sibyl Steverson Slade is a financial advisor at Osaic with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of her advisory role, Sibyl is co-founder of the Small Business Mastermind Forum, a collaborative network that provides training and education to small business owners, and serves on the advisory board of the One Million Dreams Foundation. OSAIC serves a diverse client base including individual investors, corporations, pension plans, and charitable organizations through a large network of financial advisors. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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