Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Bronson is an active advisor with over 13 years of experience in the financial services industry. April is currently registered with Osaic Wealth, Inc. April has previously worked with Raymond James & Associates, Inc., Signator Investors, Inc., Transamerica Financial Advisors, Inc, and FSC Securities Corporation. April holds multiple licenses and registrations, including Series 66, Series 24, and Series 7. April also specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
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
FL
07/26/2023 - Present
Osaic Wealth, Inc. (TRINITY FL)
FL
05/12/2017 - 08/03/2023
RAYMOND JAMES & ASSOCIATES, INC. (TRINITY FL)
FL
05/13/2016 - 05/02/2017
SIGNATOR INVESTORS, INC. (NEW PORT RICHEY FL)
FL
09/21/2015 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW PORT RICHEY FL)
FL
03/09/2010 - 02/24/2015
FSC SECURITIES CORPORATION (PALM HARBOR FL)
BOTH
Issued 09/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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