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Robert V
Series 65, Series 63
Hamden, CT
OSAIC Institutions, INC.
Robert Velardi is a financial advisor with Osaic Institutions, Inc. He holds Series 65 and Series 63 licenses and has 38 years of industry experience. Since 2013, he has worked with Infinex Investments, Inc., and he also serves as a Vice President and Financial Advisor at ION Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.
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