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Robert L

Series 63, Series 65

Jamestown, NY

OSAIC

Robert Lind is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Park Avenue Securities. Lind serves as Board President of the Frewsburg American Legion Post 556, a veterans club where he is involved in monthly meetings and organizational duties. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and supports both discretionary and non-discretionary portfolio 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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Danny S

Series 63, Series 65

Jamestown, NY

OSAIC

Danny Senn is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. from 2016 to 2024. Outside of his advisory role, he serves on the board of the Randolph Fire District, participates in the Randolph Fire Department, and holds positions in various local community organizations including the Randolph Regional Emergency Medical Service and the Town of Randolph Zoning Board of Appeals. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, offering both discretionary and non-discretionary investment management along with access to third-party money managers and model solutions.

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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