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Karen E

Series 63, Series 65

Cranston, RI

OSAIC

Karen Emma is a financial advisor at Osaic Wealth, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. She is also president of Universal Wealth Management, LLC, an insurance agency specializing in life, health, and Medicare products. Additionally, Karen serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

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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Darren D

Series 66

Cranston, RI

OSAIC

Darren De Angelis Jr. is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth, Inc., he held roles at Unishippers - Team Bennett, the University of Rhode Island, and Stop & Shop Supermarket Company. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage a wide range of investment products on discretionary or non-discretionary bases.

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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