Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genevie? Claim Your ProfileGenevie Osborn is a financial advisor registered with LPL Financial LLC. Genevie has been in the industry since 2002 and holds Series 6, 7, 63 and 65 licenses as well as the SIE. She has experience with WADDELL & REED, METLIFE SECURITIES INC., and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. In addition to working with LPL Financial LLC, Genevie Osborn is also affiliated with GMO, LLC, dba Aurora Financial Consultants and TROIKA VENTURES LLC. Genevie Osborn provides investment advice to individuals, corporations, and other businesses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KY
10/15/2021 - Present
LPL Financial LLC (LEXINGTON KY)
KY
11/17/2009 - 07/21/2021
WADDELL & REED (LEXINGTON KY)
KY
05/12/2005 - 11/04/2009
METLIFE SECURITIES INC. (ASHLAND KY)
KY
05/12/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ASHLAND KY)
WI
03/13/2001 - 09/22/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/13/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 09/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Genevie Osborn is the right advisor for you? Invested Better is here to help.
