Jeff Osaer, financial advisor Troy MI
90 score

Jeff Osaer

CRD Number: 5966470
Current Firm: Charles Schwab & Company, Inc.

Jeff Osaer (CRD# 5966470) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Troy, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Troy, MI Feb 2016 - Current < 1
Charles Schwab & Company, Inc. Troy, MI Feb 2016 - Current < 1
Cco Investment Services Corp Lathrop Village, MI Oct 2013 - Feb 2016 2
Bank Of America, N.a Farmington Hills, MI Aug 2012 - Oct 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids, MI Jul 2011 - Oct 2013 2
Pnc Financial Services Kalamazoo, MI Apr 2009 - Jul 2011 2
National City Bank Kalamazoo, MI Jun 2008 - Apr 2009 < 1
Western Michigan University Kalamazoo, MI Apr 2008 - Jun 2008 < 1
Swat Fitness Club Kalamazoo, MI Jun 2007 - Apr 2008 < 1
Western Michigan University Kalamazoo, MI Aug 2006 - Jun 2007 < 1
Algers Deli And Liqour Grosse Pointe, MI Nov 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Jeff R. Osaer
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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