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Michael C
Series 63, Series 65
Tampa, FL
OSAIC
Michael Chernoff is a financial advisor with OSAIC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes 14 years at Sagepoint Financial, Inc. and over four decades with IAT Incorporated. He serves as a board member of the Tampa Bay Estate Planning Council. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management strategies. The firm is noted for its scale, complex affiliate network, and private-equity ownership.
Jeffrey C
Series 66
Tampa, FL
OSAIC
Jeffrey Chernoff is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and IAT, Inc DBA Insurance and Trust. Chernoff is active in the Tampa Bay community, serving as Co-Chair of the Tampa Bay Chamber Policy Council and Vice Chair of Stage Works, a nonprofit organization. He also sits on the National Association of Insurance and Financial Advisors Political Action Committee National Board and the Tampa Bay Chamber Executive Board of Directors. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting a variety of client types including high-net-worth individuals, retirement plan sponsors, and charities.
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