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Joseph A

Series 63

W. Amherst, NY

OSAIC

Joseph Aliotta is a financial advisor at OSAIC with 40 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 18 years and maintains a role as an independent insurance agent at Carroll Financial Services, where he has also been engaged for over 35 years. Outside of finance, he has been involved with The Goodbar Restaurant Inc. for 50 years. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and provides multiple program options through an extensive multi-advisor platform.

Annuities Private / alternative investments
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Kenneth H

Series 66

W. Amherst, NY

OSAIC

Kenneth Hawley II is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with OSAIC and has prior experience at American Portfolios Financial Services, Inc. and Lancaster Central School District. Outside of his advisory role, he works as an independent insurance agent selling life insurance policies and fixed annuities. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and supports various managed account strategies through an extensive multi-advisor platform.

Annuities Private / alternative investments
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