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Jennifer R
Series 66
Naugatuck, CT
OSAIC Institutions, inc.
Jennifer Rowland is a Series 66 licensed financial advisor with 14 years of industry experience. She is affiliated with OSAIC Institutions, Inc. and has worked at Ion Bank (Naugatuck Savings Bank) since 2011. Outside of advisory roles, she serves as a First Vice President and officer at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.
Angelo P
Series 63, Series 65
Naugatuck, CT
OSAIC Institutions, inc.
Angelo Piccolo is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup, People's Securities, and Ion Bank. Since 2018, he has been associated with OSAIC Institutions and Ion Bank in advisory and banking roles. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large 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 a distinctive service and distribution model.
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