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Shaun O'Hare is a financial advisor professional located in Needham Heights, MA. They specialize in financial advisory. With over 6 years of experience, they bring deep expertise to every client.
Shaun O'Hare - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Shaun O'Hare is a financial advisor based in Needham Heights, MA, operating through Osaic Wealth, Inc. With 6 years in the financial services industry, O'Hare works with clients on wealth management and financial planning matters. His practice is registered with FINRA (Financial Industry Regulatory Authority), the self-regulatory organization that oversees brokers and investment advisors in the United States. Prospective clients can verify his registration and disciplinary history through FINRA's public database using his CRD number.
A FINRA CRD registration indicates that Shaun O'Hare is registered as a financial professional with the Financial Industry Regulatory Authority, which enforces compliance and ethical standards across the securities industry. FINRA oversight means his firm and practices are subject to regulatory examination and he must adhere to rules governing client interactions, disclosures, and suitability of recommendations. The CRD number serves as a public identifier that allows clients and regulators to access his registration status, qualifications, and any disciplinary history through FINRA's BrokerCheck system.