Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Powell is a financial advisor at Osaic Wealth, Inc., a firm with a long history of helping individuals and families reach their financial goals. Everett has over 24 years of experience in the financial services industry. Everett is licensed to provide investment advice in Alabama and has a wide range of experience in financial planning, portfolio management, and retirement planning. Everett is committed to providing his clients with personalized financial advice that meets their individual needs.
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
AL
08/23/2024 - Present
Osaic Wealth, Inc. (BIRMINGHAM AL)
AL
07/27/2004 - 08/23/2024
TRIAD ADVISORS LLC (BIRMINGHAM AL)
NY
09/03/1998 - 08/18/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/03/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/2/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 9/2/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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