Unclaimed
Anoput Phimmasone is an Investment Advisor Representative with Osaic Wealth, Inc. Anoput has been in the industry since August 1988 and is registered in multiple states. Anoput is a financial professional with expertise in financial planning, portfolio management, and pension consulting. Anoput has experience working with various types of clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and government entities.
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.
1
2
VA
01/19/2024 - Present
Osaic Wealth, Inc. (RESTON VA)
VA
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RESTON VA)
VA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
VA
01/16/2013 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
VA
02/17/2012 - 01/14/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MANASSAS VA)
VA
04/01/2010 - 02/22/2012
INFINEX INVESTMENTS, INC. (ARLINGTON VA)
VA
03/13/2009 - 04/08/2010
RBC CAPITAL MARKETS CORPORATION (MCLEAN VA)
VA
02/01/2008 - 03/13/2009
FERRIS, BAKER WATTS, LLC (MCLEAN VA)
DC
10/01/2000 - 02/04/2008
WACHOVIA SECURITIES, LLC (WASHINGTON DC)
NC
08/19/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
07/17/1995 - 07/23/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
05/07/1993 - 07/25/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/03/1992 - 06/09/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/16/1989 - 04/07/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/22/1988 - 03/01/1989
F.N. WOLF & CO., INC.
IA
Issued 01/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anoput Phimmasone is the right advisor for you? Invested Better is here to help.