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Timothy S
Series 63
Pittsburgh, PA
OSAIC
Timothy Swetoha is an investment advisory representative with OSAIC, holding a Series 63 designation and 33 years of industry experience. He has worked at several firms, including Securities America Advisors and Investacorp, and is involved in life insurance sales through Equity of America Financial Group. Swetoha also assists in tax preparation at Steven Oberst Tax Service. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with access to various investment platforms and third-party managers. The firm employs asset-allocation tools and risk assessment methods to build portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
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