Opinder Kaur Marwah

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

• 02/1999 → 01/2024
  Woodbury Financial Services, Inc
  Diamond Bar, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  San Dimas, CA

Previous Registrations

• 2006-02-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Diamond Bar, CA
  Diamond Bar, CA
  San Dimas, CA

Other Businesses

1. OPINDER MARWAH, INVESTMENT RELATED, INSURANCE, 1370 S VALLEY VISTA DR #221, DIAMOND BAR, CA, 91765, LIFE AGENT, REGISTED REP/ACCCOUNT EXECUTIVE, STARTED 05/99, DEBOTE 15-20HRS/MNTH, SELL & SERVICE TRADITIONAL PRODUCTS 2.OPINDER MARWAH POSITION: Agent NATURE: Insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2001 ADDRESS: 425 W. Bonita Ave.,, Ste 210, San Dimas CA 91773, United States DESCRIPTION: Offer various fixed insurance products such as term life, disability and health. 3.PRAB MARWAH POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2026 ADDRESS: 1802 Jeanna Place, Upland CA 91784, United States DESCRIPTION: Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-03
• S63 Uniform Securities Agent State Law Examination
  1999-03-04

Other Names

• Opinder Marwah