Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gloria? Claim Your ProfileGloria Homans is a financial advisor with over 44 years of experience in the industry. Gloria is a registered representative and investment advisor representative in 20 states. Gloria is currently affiliated with Osaic Wealth, Inc., located in Southlake, TX. She is also the President of Homans & Associates Wealth Management LLC, an investment related LLC. Gloria's experience includes working for several financial institutions, including American Express Financial Advisors Inc., IDS Life Insurance Company, and SunAmerica Securities, Inc. Gloria specializes in financial planning, portfolio management, and educational seminars.
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (SOUTHLAKE TX)
TX
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SOUTHLAKE TX)
AZ
05/30/1991 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
07/02/1979 - 05/13/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/02/1979 - 05/13/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/02/1979 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/31/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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