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Arthur Martin Zeidman

Osaic Wealth, Inc.

Calhoun City, MS

CRD 1038876

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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:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-01-24
MS RA APPROVED 2025-01-24
  • AL RA
    APPROVED
    Since 2025-01-24
  • MS RA
    APPROVED
    Since 2025-01-24

Branch Locations

208 North Main Street Suite 101, Calhoun City, MS 38916 • 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
Lincoln Financial Advisors Corporation Calhoun City MS 06/1998 01/2025
Osaic Wealth, Inc. Calhoun City MS 01/2025 Present
  • 06/1998 → 01/2025
    Lincoln Financial Advisors Corporation
    Calhoun City, MS
  • 01/2025 → Present
    Calhoun City, MS
Previous Registrations
  • 2002-07-10 → 2025-01-24
    Osaic Fa, Inc.
    Calhoun City, MS
    Calhoun City, MS
    Virginia Beach, VA
    Birmingham, AL
Other Businesses

1) ARTHUR ZEIDMAN 208 MAIN STREET, STE. 101 CALHOUN CITY, MS 38916 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, DISABILITY, FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/09 HOURS PER MONTH: 175 HOURS PER MONTH DURING TRADING HOURS: 100 2) ARTHUR ZEIDMAN CALHOUN CITY MS CATEGORY: LIFE SETTLEMENTS INVESTMENT RELATED: YES TITLE: AGENT DUTIES: DISCUSS FIXED LIFE SETTLEMENTS WITH INDIVIDUAL CLIENTS/PROSPECTS START DATE: 04/2020 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 3)OSAIC WEALTH POSITION: Agent NATURE: sale of life insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2009 ADDRESS: 208 N Main Street, STE 101, Calhoun City MS 38916, United States DESCRIPTION: sell life insurance

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-05-12
  • S63 Uniform Securities Agent State Law Examination
    1986-05-12
Designations
  • Chartered Financial Consultant
Other Names
  • A M Zeidman

View on SEC IAPD

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