Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jocelyn? Claim Your ProfileJocelyn Holzwarth is a financial advisor with Osaic Wealth, Inc. based in Las Vegas, NV. Jocelyn has been in the financial services industry for over 25 years and has a wide range of experience in providing financial advice to individuals, families and businesses. Jocelyn is a Certified Financial Planner and has earned the Series 7, 24, 51, 63 and 65 securities licenses. Jocelyn also holds licenses in multiple states. Jocelyn is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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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NV
06/03/2024 - Present
Osaic Wealth, Inc. (LAS VEGAS NV)
NV
02/01/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LAS VEGAS NV)
CA
12/10/1999 - 02/02/2006
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
04/16/1998 - 12/10/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
02/02/1998 - 03/17/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/02/1998 - 03/17/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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