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Arthur W
Series 63, Series 65
Philadelphia, PA
OSAIC
Arthur Weiss is a financial advisor with OSAIC based in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with FSC Securities Corporation, Strategic Wealth Advisors Group, and operated his own practice since 1984. Outside of advising, he owns a sole proprietorship providing tax preparation services. OSAIC serves a diverse client base including individual and institutional investors through a large network of advisers and offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessment, and third-party managed portfolios.
Jared W
CFP®, Series 66
Philadelphia, PA
OSAIC
Jared Weiss is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. He is currently with OSAIC and has previously worked at FSC and Lincoln Investment. In addition to his advisory role, Jared provides paid tax return services for his clients and serves as treasurer for two nonprofit organizations in the Philadelphia area. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports multiple advisory platforms, including discretionary and non-discretionary management options.
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