Overview
What should I know about this advisor?
Mary Seki is a financial advisor in La Jolla, CA. They have been in practice for 15 years, the last 6 months at Osaic Wealth Inc.
No Certifications
3 Fee Structures for Osaic Wealth Inc
5 Services offered by Osaic Wealth Inc
What does this Advisor Specialize in?
Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and financial goals in addition of any unique situations you may have.
Financial Planning
An advisor with a financial planning specialty can help you develop an effective plan to reach your financial goals by examining your assets, which can include investment, savings and retirement accounts. If you want to make a large purchase, like a house or car, this individual can also tell you if it's a smart buy based on your financial situation.
Provides Educational Seminars
If you're interested in learning more about a financial topic, such as saving for your child's college education, planning for your retirement or taking out a mortgage, this financial advisor holds the type of educational seminars you might be looking for.
Portfolio Management for Individuals or Small Businesses
Individuals and small-business owners can consult an advisor with this specialty for assistance making the most money from their investment portfolios. Advisors with this background can help you choose good investments and recommend whether you should take an aggressive or conservative investment approach.
Portfolio Management for Business
Many businesses need help managing financial investments. A financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. This type of portfolio management includes advising clients on which investments to pick to maximize returns, as well as supervising the business's portfolio performance.
Pension Consulting Services
Pension plan administrators often need help from a financial advisor to create an effective investment strategy, choose brokers and money managers, pick mutual funds for participants and track the performance of investments. An advisor who offers pension consulting services can assist in developing pension plans that provide the most value to beneficiaries and participants.
How is this advisor paid?
Compensation types are listed for Osaic Wealth Inc. Contact the advisor for individual fee structure details.
Fee-only (I do not receive commission from services rendered)
Percentage of Assets, Hourly Fee
Fee-based (I receive commission from investment or insurance products, and I also charge a fee)
Commission-based (I only receive commission from services rendered)
Related Content
Years of Experience
Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.
More about the advisor
Disclosure Events
This advisor has no disclosure filings
Financial Advisor Disclosures to Know
Knowing what information you have access to – and where to find it – is key to finding a great advisor.
Employment history
Name | Years | Dates |
|---|---|---|
| Osaic Wealth Inc | 6 months | Sep 2023 - Present |
| Sagepoint Financial | 15 years, 2 months | Jan 2009 - Present |
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Client Types
Client information is for Osaic Wealth Inc and are based on percentage of assets under management. Client types are by firm, and represent a percentage of assets under management. For additional information on Mary Seki's client base, please contact the advisor.
50.0%
Individuals
16.7%
High Net Worth Individuals
16.7%
Charitable Organizations
16.7%
Corporations or Other Businesses
Office Location & Contact
Address
7445 Girard Avenue, #10, La Jolla, CA 92037
Website
Website
