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Peter M

Series 66

Vestal, NY

OSAIC

Peter Mitchell is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. His prior work experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of finance, he has worked in retail and food service sectors. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and a range of investment options to construct portfolios managed on discretionary or non-discretionary bases.

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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Vicki B

Series 63

Vestal, NY

OSAIC

Vicki Bevin Hutchinson is a financial advisor with OSAIC, holding a Series 63 designation and bringing 23 years of industry experience. Her career includes positions at Securities America Advisors, Inc., Securities America Inc., and ongoing work with Mark Saroka. She is also a commissioned Notary Public in Broome County, New York. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage, advisory, and retirement plan consulting services. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios for individual and institutional investors.

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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