Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hosler? Claim Your ProfileHosler Lee Wall is a registered Investment Advisor Representative with Waverly Advisors, LLC. Hosler has been in the industry since 1997. Hosler has a Series 65 and a Series 2 license and is a Certified Financial Planner and a Personal Financial Specialist. Hosler is the Managing Member of WALL TITUS, LLC, a CPA firm in Lakeland, Florida, and has various other business interests.
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.
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
02/10/2023 - Present
Waverly Advisors, LLC (LAKELAND FL)
IA
Issued 05/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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