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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Lovellette is a financial advisor with Osaic Wealth, Inc. located in Escondido, CA. April has been in the financial industry since October 24, 2012. April is registered with FINRA, and holds Series 7, 63, 66, SIE and 99TO licenses. April has a history of working for various financial institutions including LPL FINANCIAL LLC, Woodbury Financial Services, Inc., Cetera Advisor Networks LLC, Investment Centers of America, Inc., KJM Securities, Inc., Raymond James & Associates, Inc., MML Investors Services, LLC, Arque Capital, LTD., and Fox & Company Investments Inc.
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
CA
06/29/2024 - Present
Osaic Wealth, Inc. (ESCONDIDO CA)
AZ
05/27/2022 - 08/31/2022
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
07/02/2020 - 04/12/2022
WOODBURY FINANCIAL SERVICES, INC. (PARADISE VALLEY AZ)
CA
05/11/2015 - 07/01/2020
CETERA ADVISOR NETWORKS LLC (RANCHO SANTA FE CA)
AZ
02/10/2015 - 03/24/2015
INVESTMENT CENTERS OF AMERICA, INC. (SCOTTSDALE AZ)
NY
05/23/2014 - 07/21/2014
KJM SECURITIES, INC. (BRONXVILLE NY)
AZ
08/27/2013 - 12/24/2013
RAYMOND JAMES & ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
02/10/2012 - 11/20/2012
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
12/03/2008 - 10/10/2011
ARQUE CAPITAL, LTD. (SCOTTSDALE AZ)
AZ
09/05/2008 - 12/04/2008
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
BOTH
Issued 06/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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