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Frederick B

Series 63, Series 66

Harrisburg, PA

OSAIC

Frederick Blair is a financial advisor with Osaic Wealth, Inc. based in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Osaic Wealth since 2018 and Signator Investors from 2016 to 2018. Blair is also the founder and president of Commonwealth Financial Associates, Ltd., an independent business involved in securities sales and investment advisory services, and serves as co-trustee of a private family trust. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and third-party managed-account solutions to construct customized 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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Jeffrey K

Series 63, Series 65

Harrisburg, PA

OSAIC

Jeffrey Kirk is a financial advisor with Osaic Wealth, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Osaic Wealth since 2018 and prior to that at Signator Investors, Inc. from 2016 to 2018, alongside a long-standing history as a self-employed provider of fixed insurance products since 1991. Kirk serves as a board member and chair of the Lancaster Farmland Trust, a nonprofit land conservation organization. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and advisory services, financial planning, and managed account solutions, utilizing asset-allocation tools and third-party services 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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