Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you August? Claim Your ProfileAugust Fredrick Wossner is a registered representative and investment advisor representative. August Wossner has been in the industry since August 19, 1992. August Wossner is currently registered with MML Investors Services, LLC and has been since April 4, 2013. August Wossner has previously been employed at MSI FINANCIAL SERVICES, INC., WORLD EQUITY GROUP, INC., CALAMOS FINANCIAL SERVICES LLC and MONY SECURITIES CORPORATION. August Wossner holds a Series 63, 65, 7, 24, 52, 53 licenses. August Wossner specializes in providing financial planning and investment advice to individuals and businesses. August Wossner also provides portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
04/04/2013 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
11/29/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
IL
04/13/2010 - 11/09/2012
WORLD EQUITY GROUP, INC. (ARLINGTON HEIGHTS IL)
IL
01/24/2005 - 01/13/2009
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
NY
01/23/1991 - 01/18/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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