Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-03
  • CA RA
    APPROVED
    Since 2021-11-03

Branch Locations

1422 Edinger Avenue, Ste 230, Tustin, CA 92780 • 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
Liberty Capital Management, Incorporated Santa Ana CA 01/2014 Present
California State University, Fullerton Fullerton CA 01/2016 12/2017
Osaic Wealth, Inc Santa Ana CA 03/2017 Present
  • 01/2014 → Present
    Liberty Capital Management, Incorporated
    Santa Ana, CA
  • 01/2016 → 12/2017
    California State University, Fullerton
    Fullerton, CA
  • 03/2017 → Present
    Santa Ana, CA
Other Businesses

1. STRATEGIC FINANCIAL CONSULTANTS POSITION: Sole Proprietor NATURE: Sole Proprietorship, Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2013 ADDRESS: 1811 East Garry Avenue, Santa Ana CA 92705, United States DESCRIPTION: Marketing & Sale of Fixed, Life, Health, Disability Insurance, Complimentary Notary 2. LIBERTY CAPITAL STRATEGISTS, INC. POSITION: Financial Strategist NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2025 ADDRESS: 1422 Edinger Avenue, Suite 230, Tustin CA 92780, United States DESCRIPTION: I address client questions about account access, assist clients in retrieving statements, and help with financial planning tools.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-02
S63 Uniform Securities Agent State Law Examination 2019-06-24
  • S65 Uniform Investment Adviser Law Examination
    2021-11-02
  • S63 Uniform Securities Agent State Law Examination
    2019-06-24
Other Names
  • Hirschy H Clein

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tustin, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor