San Clemente, CA Avenida Del Mar Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,832 advisors across 3,562 offices

Location

241 Avenida Del Mar

San Clemente CA 92672

Advisors at this office

3

Advisors at this office

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Madeline W

Series 63, Series 65

San Clemente, CA

OSAIC

Madeline Wolfson is a financial professional with three years of industry experience. She currently works at OSAIC and holds Series 63 and Series 65 licenses. Her prior experience includes roles at Cetera and Tax & Financial Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

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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Arlon E

Series 63

San Clemente, CA

OSAIC

Arlon Enmeier is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America, Inc. and Dynamic Healthcard Systems, Inc. He also sells life insurance and annuities as part of his business activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering a range of brokerage, advisory, and retirement services through a large network of affiliated advisors and multiple investment platforms.

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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Corrine L

Series 66

San Clemente, CA

OSAIC

Corrine Lafollette is a financial advisor at OSAIC with 12 years of industry experience. She holds the Series 66 designation and has previously worked with Securities America Advisors and SECURITIES AMERICA, Inc. Lafollette serves as a board member of the San Clemente City Chamber of Commerce. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors, offering a range of brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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