Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Samuel W
ChFC®, Series 63, Series 65
Orleans, MA
OSAIC Institutions, INC.
Samuel Watson is a financial advisor at Osaic Institutions, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 14 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Citizens Securities, Inc., and Metlife Securities, Inc. 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 offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments and lending solutions, operating a hybrid adviser and broker-dealer structure.
Christian P
Series 63, Series 65
Orleans, MA
OSAIC Institutions, INC.
Christian Pavlakis is a financial advisor at OSAIC Institutions, INC. with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Infinex Financial Group and Cape Cod Five Cents Savings Bank. Outside of his advisory work, he is involved with youth golf coaching at Cranberry Valley Golf Course, volunteers on a high school scholarship selection board, and participates in alumni fundraising activities for Elms College. OSAIC Institutions, INC. is an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that emphasizes firm supervision and third-party partnerships.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters