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

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-06-10
  • MN RA
    APPROVED
    Since 2022-06-10

Branch Locations

Plymoth, MN • United States

5353 Wayzata Boulevard Suite 602, St Louis Park, MN 55416 • 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
Costco St. Louis Park MN 03/2015 Present
Osaic Wealth, Inc. St Louis Park MN 05/2022 Present
  • 03/2015 → Present
    Costco
    St. Louis Park, MN
  • 05/2022 → Present
    St Louis Park, MN
Other Businesses

RX FINANCIAL POSITION: Financial advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/05/2022 ADDRESS: 5353 Wayzata Blvd, Suite 602, St. Louis Park MN 55441, United States DESCRIPTION: DBA disclosure only

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-09
  • S66 Uniform Combined State Law Examination
    2022-06-09
Other Names
  • Jessica L Berger
  • Jessica Lynn Berger

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Plymoth, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor