Southfield, MI Telegraph Rd Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

4

Of 7,832 advisors across 3,563 offices

Location

25925 Telegraph Rd, Ste 201

Southfield MI 48033

Advisors at this office

4

Advisors at this office

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Minoti R

CFP®, Series 63, Series 65

Southfield, MI

OSAIC

Minoti Rajput is a CFP® with 43 years of experience in financial advising. She joined OSAIC in 2024 after 15 years with Securities America Advisors, Inc. and Securities America Inc. She serves as a trustee and president of the Rajput-Dasgupta Family Charitable Foundation and participates on the advisory board of the Living and Learning Enrichment Center, a nonprofit focused on special needs advocacy. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party managers.

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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Mehul M

CFP®, Series 63, Series 65

Southfield, MI

OSAIC

Mehul Mistry is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked for over 15 years at Securities America Advisors, Inc. and Securities America Inc. In addition to his advisory role, Mistry has ongoing involvement with Superior Engineering Inc., where he has worked for more than three decades. He participates in a financial advisor study group composed of professionals introduced to the industry by family members and is involved with a charitable foundation established by his parents. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with access to various investment platforms and third-party managers, employing firm-provided tools to construct diversified portfolios tailored to client needs.

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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Elinor H

ChFC®, Series 65, Series 63

Southfield, MI

OSAIC

Elinor Ho is a financial advisor with OSAIC, holding the ChFC® designation and Series 65 and Series 63 licenses, with 31 years of industry experience. She previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 13 years before joining OSAIC in 2024. Outside of her advisory role, she serves as Vice President - Finance for The Organization of Chinese Americans, a nonprofit focused on empowering Asian American and Pacific Islander communities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers 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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Wesley H

CFP®, Series 63, Series 66

Southfield, MI

OSAIC

Wesley Ho is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC. His prior experience includes roles at Securities America Advisors and Pruco Securities. He holds an active life insurance license and provides notary services to clients. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across multiple asset classes.

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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