Marion Rosanne Syversen

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

• 10/2001 → 09/2016
  Wall Street Financial Group
  Rochester, NY
• 09/2016 → 06/2024
  Securities America, Inc.
  Hampden, ME
• 09/2016 → 06/2024
  Securities America Advisors, Inc.
  Hampden, ME
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hampden, ME

Previous Registrations

• 2016-09-23 → 2024-06-14
  Securities America Advisors, Inc.
  Hampden, ME
• 2005-02-18 → 2016-09-23
  Wall Street Financial Group, Inc.
  Hampden, ME
  Hampden, ME
  Victor, NY

Other Businesses

1. FINANCE WITH CHOCOLATE SAUCE POSITION: Article writer NATURE: Blog INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/31/2011 ADDRESS: 70 Main Road South, Hampden, ME 04444 DESCRIPTION: Write short articles usually based on my TV appearances, about personal finance and general investment information. 2. NORUMBEGA FINANCIAL POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/16/2001 ADDRESS: 70 Main Road South, Hampden, ME 04444, United States DESCRIPTION: I mostly use the insurance license for annuity sales, but I do want to expand what I offer to cover clients with life insurance needs. 3. THE ROCK CHURCH POSITION: volunteer NATURE: Volunteer work INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 12 START DATE: 09/04/2016 ADDRESS: 1195 Ohio Street, Bangor ME 04401, United States DESCRIPTION: Lead small groups and assist with coaching small group leaders. A small group is a weekly Bible study or other meeting, like the church running group. 4. TUESDAY FORUM POSITION: Hospitality NATURE: Tuesday Forum is a womens only networking group that meets at a restaurant on Tuesdays at 12 noon all year. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 02/04/2025 ADDRESS: 70 Main Road South, Hampden ME 04444, United States DESCRIPTION: Greet women as they come in to the meeting. Keep time for speakers. 5. BNI POSITION: Member NATURE: BNI is a referral group meeting in person on the first Thursday of each month and on Zoom for the other weeks. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 12/18/2025 ADDRESS: 70 Main Road South, Hampden ME 04444, United States DESCRIPTION: Member

Exams

• S66 Uniform Combined State Law Examination
  2002-11-06
• S63 Uniform Securities Agent State Law Examination
  1999-07-29

Other Names

• Marion Syversen
• Marion Rosanne Bucci