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Elizabeth Ann Giuliano

Osaic Wealth, Inc.

Westville, NJ

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-25
NJ RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-09-25
  • NJ RA
    APPROVED
    Since 2024-01-19

Branch Locations

405 Broadway, Westville, NJ 08093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Montague & Giuliano Thorofare NJ 06/2004 Present
Mary K Hair Design Wenonah NJ 10/1993 Present
Questar Capital Corporation Minneapolis MN 12/2006 03/2019
Questar Asset Management Westville NJ 01/2010 03/2019
Woodbury Financial Services, Inc. Westville NJ 03/2019 01/2024
Woodbury Financial Services, Inc. Westville NJ 03/2019 Present
Osaic Wealth, Inc. Westville NJ 01/2024 Present
  • 06/2004 → Present
    Montague & Giuliano
    Thorofare, NJ
  • 10/1993 → Present
    Mary K Hair Design
    Wenonah, NJ
  • 12/2006 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 01/2010 → 03/2019
    Questar Asset Management
    Westville, NJ
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Westville, NJ
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    Westville, NJ
  • 01/2024 → Present
    Westville, NJ
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Westville, NJ
  • 2010-01-05 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Westville, NJ
Other Businesses

1. GIULIANO FINANCIAL SERVICES POSITION: Member NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/18/2013 ADDRESS: 405 Broadway, Westville NJ 08093, United States DESCRIPTION: Attend meetings and participate/volunteer my time with service activities. 2. GIULIANO FINANCIAL SERVICES, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 08/01/2009 ADDRESS: 405 Broadway, Westville NJ 08093, United States DESCRIPTION: Conduct my business as a financial advisor under the DBA of Giuliano Financial Services, LLC 3. ELIZABETH A. GIULIANO - INSURANCE AGENT POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2004 ADDRESS: 405 Broadway, Westville NJ 08093, United States DESCRIPTION: Sales of Life insurance, Long-term care insurance, employee benefits, and fixed annuities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-04
S63 Uniform Securities Agent State Law Examination 1998-01-08
  • S65 Uniform Investment Adviser Law Examination
    2010-01-04
  • S63 Uniform Securities Agent State Law Examination
    1998-01-08
Other Names
  • Elizabeth Ann Brandemarte
  • Elizabeth Ann Brandemarte

View on SEC IAPD

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