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Jerrold Michael Filipski is a financial advisor professional located in Middletown, DE. They specialize in financial advisory. With over 32 years of experience, they bring deep expertise to every client.
Jerrold Michael Filipski - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Jerrold Michael Filipski is a financial advisor operating through Osaic Wealth, Inc., based in Middletown, Delaware. With 32 years in the financial services industry, Filipski brings extensive experience to client relationships. He holds a FINRA CRD registration, which governs his activities in securities and investment advisory services. His long tenure reflects sustained engagement with wealth management and financial planning matters.
A FINRA CRD (Central Registration Depository) license means Jerrold Michael Filipski is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and financial advisors. This registration indicates he is authorized to conduct investment and securities business and is subject to FINRA's rules, compliance standards, and ongoing oversight. The license number on file (1476298) is his unique identifier in the FINRA system, allowing clients to verify his registration status and disciplinary history through public databases.