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George H

Series 63

Clifton Park, NY

OSAIC

George Harrienger Jr. is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors, Inc. and Securities America, Inc. before joining OSAIC. He is also involved with Diamond Financial Services, where he assists in the sale of fixed annuities and life insurance as a financial consultant. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services through multiple platforms and uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios.

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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Thomas A

Series 63

Clifton Park, NY

OSAIC

Thomas Appleton is a financial advisor with OSAIC, holding a Series 63 designation and 44 years of industry experience. He has worked with Securities America Advisors, Inc. and Securities America, Inc. for over two decades and is a managing member of Diamond Financial Services, where he focuses on life insurance and long-term care needs for clients in New York. OSAIC serves a range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

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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