Argenis Biscardi melendez
Investment adviser representative at Osaic Wealth, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
Are you Argenis Biscardi melendez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Osaic Wealth, Inc.Nov 2022 to now
- Royal Alliance Associates, Inc.Nov 2022 to now
- Financially Arise Wealth Strategies & Insurance Solutions, LLCAug 2022 to now
- Nylife Securities LLCMay 2020 to Nov 2022
- New York Life Insurance CompanyJan 2020 to Nov 2022
- Family First LifeFeb 2019 to Dec 2019
- Golden Gate PowerJun 2018 to Feb 2019
- UnemployedDec 2016 to Jun 2018
- Agroservicios Byb, CaMar 2008 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7213202
- Firm CRD
- 23131