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Carol M
Series 63, Series 66
Butler, PA
OSAIC Institutions, INC.
Carol Mayer is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2019, and previously held positions at Key Investment Services, LLC, Keybank, and LPL Financial. Mayer is also involved with First Commonwealth Bank’s Trust Division, dedicating time to investment-related activities there. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.
James B
Series 63, Series 65
Butler, PA
OSAIC Institutions, INC.
James Bish is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. He has previously worked at Key Investment Services LLC and LPL Financial. In addition to his advisory role, he serves as a Sales Manager at First Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 a hybrid adviser and broker-dealer model with a focus on both discretionary and non-discretionary accounts.
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