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Joseph P
Series 66
Scarsdale, NY
OSAIC
Joseph Paladino is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth Inc., he spent 14 years in full-time education. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services, focusing on model-based asset allocation and portfolio optimization supported by various risk management and investment tools.
Frank C
Series 63, Series 65
Scarsdale, NY
OSAIC
Frank Chiodi Jr. is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Osaic since 2021. Prior to this, he was with Voya Financial Advisors for seven years and has served as an insurance agent at Rampart Brokerage for over two decades. He is also president of Team Chiodi LLC, an investment-related business. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services across multiple programs with an investment process centered on model-based asset allocation and portfolio optimization.
Andrew N
Series 66
Scarsdale, NY
OSAIC
Andrew Nickoletos is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Voya Financial Advisors. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance and rebalancing tools, serving individual investors, retirement plans, charities, and corporate clients.
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