PEOPLE BEHIND THE PLAN
Stockbrokers & advisors.
Find people and firms. Check registration. Contact them directly.
Historical records and sourced profiles. Confirm current credentials and services.
816 matching profiles
Page 24 of 68Heidi Ann Perkins
Osaic Wealth, Inc.
Jersey City, New JerseyCRD #5368677Henry Charles Asher
Osaic Wealth, Inc.
New York, New YorkCRD #717297Henry Charles Kochan
Osaic Wealth, Inc.
Bradenton, FloridaCRD #1622084Howard Richard Mattson
Osaic Wealth, Inc.
Williamstown, New JerseyCRD #2718790Howard Robert Asch
Osaic Wealth, Inc.
Jericho, New YorkCRD #2147380Hugh Franklin Phifer
Osaic Wealth, Inc.
West Deptford, New JerseyCRD #3159466Ian Carter Bates
Osaic Wealth, Inc.
Jersey City, New JerseyCRD #2662478Inna Donkin Braudo
Osaic Wealth, Inc.
Morristown, New JerseyCRD #6576485Sources, ordering and what to verify
The directory currently includes 63,615 historical records. Its original as-of date is unknown; imported September 23, 2026. Historical firm, location, contact and license fields may be out of date. They do not establish current registration or availability.
Linked professional profiles appear first, alphabetically by name; historical records follow in source order. Fincadia and other firms use the same search filters. No placement is a recommendation or quality ranking. Confirmed matching CRD numbers are merged into the sourced profile; a name alone is not an identity match.
Use FINRA BrokerCheck and SEC IAPD to check the person, current firm, registrations and disclosures. A financial advisor may not offer brokerage or stock-trading services. Ask about the capacity in which they will serve you, fees, conflicts and Form CRS.
Listings do not imply that a professional participates in FOMO. Contact links go directly to the listed destination. Requests submitted to FOMO stay with the FOMO team unless you separately authorize an introduction. Site disclosures.
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Before you open an account.
Services & authority
Do you offer brokerage, ongoing investment advice, or both? Who makes trading decisions, and where are my assets held?
Costs & conflicts
What will I pay in total? Ask about commissions, advisory fees, product costs and any compensation tied to your choices.
Registration & fit
Check the exact person and legal firm in official records. Ask which states and services their registrations cover and review disclosures.
