Plainview, NY Commercial Street Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,832 advisors across 3,562 offices

Location

101 Commercial Street, Suite 400

Plainview NY 11803

Advisors at this office

3

Advisors at this office

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Joseph G

Series 66

Plainview, NY

OSAIC

Joseph Geneva is a financial advisor with OSAIC who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Royal Alliance, Equitable Advisors, and Axa Advisors, LLC. He serves as a board member of the Michael Magro Foundation, a nonprofit focused on pediatric cancer. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk analysis, and third-party managed accounts to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas G

Series 66

Plainview, NY

OSAIC

Thomas Geneva is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance, Equitable Advisors, and Axa Advisors. In addition to his advisory role, he is involved in selling health insurance and fixed life insurance products through several affiliated businesses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a range of investment products and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Michael M

Series 66

Plainview, NY

OSAIC

Michael Mines is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, Equitable Advisors, and Axa Advisors, LLC. Outside of his advisory role, he owns a tax preparation business and serves as a financial advisor in a strategic insurance agency offering a range of health, disability, dental, vision, and property and casualty solutions. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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