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Ali D

Series 63, Series 66

Mystic, CT

OSAIC Institutions, inc.

Ali Dabiri is a financial advisor with Osaic Institutions, Inc. in Mystic, CT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Infinex Investments, Inc. for 24 years before joining Osaic and Chelsea Groton Bank, where he also serves as a vice president. 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 combines a hybrid adviser and broker-dealer structure with a focus on customized advisory services, third-party asset management, and access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Mitchell L

Series 63, Series 66

Mystic, CT

OSAIC Institutions, inc.

Mitchell La Flam is a financial advisor at Osaic Institutions, Inc. with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with Eagle Strategies (NY Life), NY Life Securities LLC, and New York Life Insurance Company. Prior to his financial services career, he was affiliated with Castleton University for six years. Osaic Institutions, Inc. serves individuals including high-net-worth clients, 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jennifer E

Series 66

Mystic, CT

OSAIC Institutions, inc.

Jennifer Eastbourne is a financial advisor at OSAIC Institutions, Inc. with 16 years of industry experience. She holds a Series 66 credential and has worked at Chelsea Groton Bank since 2013, where she also serves as a team manager and First Vice President. 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, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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