Unclaimed
Ernest Royal Massenberg is a financial advisor with over 20 years of experience in the industry. Ernest is registered with Osaic Wealth, Inc. and is currently licensed in Delaware, District of Columbia, Florida, Maryland, Pennsylvania, Virginia and West Virginia. Ernest holds a Series 7 and 66 license as well as the SIE. Ernest is also a Certified Financial Planner. Ernest has experience working with clients of all sizes and backgrounds, including individuals, families, businesses, and charitable organizations. Ernest specializes in providing financial planning, portfolio management, and retirement planning services. Ernest has been with Osaic Wealth, Inc. since January 2024 and previously worked at Woodbury Financial Services Inc. and Lincoln Financial Advisors Corporation.
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
VA
01/19/2024 - Present
Osaic Wealth, Inc. (Ashburn VA)
VA
07/24/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Ashburn VA)
VA
07/22/2009 - 07/29/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (HERNDON VA)
VA
04/12/2001 - 06/09/2009
AXA ADVISORS, LLC (FALLS CHURCH VA)
MN
09/07/2000 - 03/15/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/07/2000 - 03/15/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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