Category: OSJ/Large Enterprise

Selecting an office of supervisory jurisdiction (OSJ) is one of the most important decisions you can make. Your allied OSJ will serve as your firm’s...

Are you a CERTIFIED FINANCIAL PLANNER™ looking for a way to grow your business and maximize operational efficiency? The OSJ (Office of Supervisory Jurisdiction) model...

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...