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Kyle P

Series 66

Garden City, NY

OSAIC

Kyle Pearson is a financial advisor with OSAIC in Garden City, NY, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. from 2019 to 2024. Outside of his advisory role, Pearson is a seed investor and oversees capital raising and management operations for a restaurant business. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm utilizes asset-allocation tools and multiple investment platforms to construct diversified portfolios tailored to clients’ needs.

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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Pamela P

CFP®, Series 63, Series 65

Garden City, NY

OSAIC

Pamela Pearson is a CFP® professional with 41 years of industry experience, currently advising at OSAIC since 2024. Her career includes long-term roles at Pearson Financial Advisors/PMG Securities and American Portfolios Financial Services, Inc. She owns a financial planning firm, Pearson Financial, which operates independently of securities activities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a variety of investment options and platforms. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

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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