Author: Victoria Bach

More about the author: Victoria Bach

As president of a super OSJ branch of Securities America, Vikkie works with advisors interested in joining the firm and maintains close relationships with current advisors. Her passion is workshopping ideas to help them grow their businesses.

Jul

How to Use an OSJ to Streamline Your Back Office Operations

As an independent financial professional, you have to wear a lot of hats to make your firm run with some level of efficiency. However, your...

Mar

What is an OSJ/Large Enterprise?

Are you an independent financial firm looking to understand more about OSJs (Offices of Supervisory Jurisdiction) and what working with a large enterprise could do...

Feb