Debra Jean Field

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 07/2020
  Investacorp, Inc.
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Jamestown, NY
• 07/2020 → 06/2024
  Securities America Advisors
  Jamestown, NY
• 04/2014 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 05/1998 → Present
  Weinberg Financial Group
  Jamestown, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jamestown, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jamestown, NY

Previous Registrations

• 2021-10-04 → 2024-06-14
  Securities America Advisors, Inc.
  Jamestown, NY

Other Businesses

INSURANCE POSITION: Sales NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 11/24/2015 ADDRESS: 35 Harrison Street, Jamestown NY 14701, United States DESCRIPTION: I write variable annuity products for NYS approved school plans. I'm licensed to sell life, accident, and health insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-09-09