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Jose D

Series 66, Series 63

Brooklyn, NY

OSAIC Institutions, inc.

Jose Da Silva Jr. is a financial advisor at OSAIC Institutions, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Infinex Investments, Popular Bank, and HSBC Securities (USA) Inc. He is based in Brooklyn, NY. 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and utilizing independent third-party promoters and co-advisory arrangements.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Brett R

Series 63, Series 65

Brooklyn, NY

OSAIC Institutions, INC.

Brett Rand is a financial advisor with OSAIC Institutions, INC. who holds Series 63 and Series 65 designations and has 26 years of industry experience. He has held positions at Popular Bank, Infinex Investments, HSBC Bank USA, N.A., and HSBC Securities (USA) Inc. since 2013. In addition to his advisory role, he is involved in banking and wealth management activities at Popular Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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