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Owen C
Series 66
Cresskill, NJ
OSAIC
Owen Corry is a financial advisor at Osaic Wealth with a Series 66 designation and one year of industry experience. Prior to joining Osaic, he worked at Janney Montgomery Scott and held various roles at the New Jersey Institute of Technology and Appraisal Systems Inc. He is based in Cresskill, New Jersey. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a variety of account management options supported by proprietary tools and third-party programs.
Whitney F
Series 66
Cresskill, NJ
OSAIC
Whitney Figueroa is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and previously worked at Woodbury Financial Services Inc. Prior to her financial advisory roles, she held positions in healthcare at CareOne at Teaneck and Genesis Healthcare. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and third-party manager options.
Colin F
Series 63, Series 65
Cresskill, NJ
OSAIC
Colin Figueroa is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services, Capital One Financial, and Morgan Stanley. Outside of his advisory role, he serves as First Vice President at Alpine Financial Planning LLC, which provides insurance planning services to clients. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a range of managed account programs supported by advanced tools and third-party manager options.
Moshe L
Series 63, Series 65
Cresskill, NJ
OSAIC
Moshe Lewis is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Capital One Investing, and UBS Financial Services. Outside of his primary role, he assists clients with insurance planning through fixed insurance products at Northeast Wealth Planning LLC. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement consulting. The firm’s investment approach is model-based, utilizing tools such as risk-tolerance questionnaires and portfolio optimization, with access to proprietary and third-party management strategies.
Elaine B
Series 63, Series 65
Cresskill, NJ
OSAIC
Elaine Beneduci is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at B. Riley Wealth Management, Morgan Stanley, and Wells Fargo Clearing. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, with an investment process that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account strategies.
Richard B
Series 66
Cresskill, NJ
OSAIC
Richard Beneduci Jr. is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Winslow, Evans & Crocker, and B. Riley Wealth Advisors prior to joining OSAIC. He is also involved in an insurance-related business activity. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies tailored to client needs.
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