Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anietie? Claim Your ProfileAnietie Ntuk Ijoma is a financial professional with over 10 years of experience in the industry. Anietie is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. in Scottsdale, AZ. Anietie holds a Series 63, 66, 7, 24, 4, 52TO, 53, and 99TO licenses and has expertise in providing financial planning, portfolio management, and educational seminars for individuals, businesses, and pension plans. Anietie is a dedicated professional committed to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
09/05/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/30/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
05/18/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/18/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/18/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
01/01/2016 - 12/08/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
12/09/2011 - 05/10/2012
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 03/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/01/2019
Series 4 - Registered Options Principal Examination
BC
Issued 10/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/01/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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