Unclaimed
Ettore Michael Lanza is an active financial advisor registered with the state of Florida. Ettore is associated with Osaic Wealth, Inc., a firm that provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ettore has been in the financial industry since 1983 and has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.
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.
1
2
FL
01/19/2024 - Present
Osaic Wealth, Inc. (CORAL SPRINGS FL)
FL
01/08/1991 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CORAL SPRINGS FL)
CA
03/14/1984 - 01/18/1991
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
05/03/1983 - 03/20/1984
PRUCO SECURITIES CORPORATION
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ettore Lanza is the right advisor for you? Invested Better is here to help.