Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Lancaster is a financial advisor with over 30 years of experience in the industry. Eddie is currently registered with Osaic Wealth, Inc. Eddie has previously worked with Woodbury Financial Services, Inc., AXA Advisors, LLC, MONY Securities Corporation, and Trusted Securities Advisors Corp. Eddie is licensed in Arkansas, Georgia, Mississippi, New Mexico, New York, and Tennessee. Eddie holds Series 6, 7, 63, 65, and 66 licenses. Eddie has a strong track record of providing financial advice to individuals, businesses, and charitable organizations. Eddie is committed to providing clients with personalized financial planning and investment management services.
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
TN
01/19/2024 - Present
Osaic Wealth, Inc. (GERMANTOWN TN)
TN
03/02/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GERMANTOWN TN)
NY
06/01/2005 - 03/06/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/12/1992 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/09/2001 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BOTH
Issued 03/07/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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