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Irma S

Series 63, Series 66

Aventura, FL

OSAIC Institutions, inc.

Irma Stathis is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at Infinex Investments, Inc. since 2017 and concurrently with Popular Bank since 2015, where she is involved in banking activities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure and provides access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Eric G

Series 66

Aventura, FL

OSAIC Institutions, INC.

Eric Garcia is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 15 years of industry experience. He has worked at Infinex Investments, Inc. since 2016 and at Popular Community Bank since 2012. He also manages a duplex property where he resides in one unit and rents the other. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive model that blends firm supervision with delegated investment management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Michael C

Series 66

Aventura, FL

OSAIC Institutions, inc.

Michael Costa is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and 13 years of industry experience. He has worked at several firms including Popular Bank, Infinex Financial Group, and Wells Fargo Advisors. He is dually employed as a private banker at Popular Bank and Infinex, managing client relationships and servicing accounts. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management, supporting a diverse range of client needs through a network of investment adviser representatives.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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