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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josalyn? Claim Your ProfileJosalyn Lexus Mosby is a financial advisor with Creative Planning. Josalyn Mosby is a registered investment advisor with the state of Nebraska. Josalyn Mosby previously worked at Pacific Select Distributors, LLC, FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors LLC, Woodbury Financial Services, Inc. and Securities America, Inc.. Josalyn Mosby has a strong track record of helping clients reach their financial goals. Josalyn Mosby has extensive experience in financial planning, portfolio management, and pension consulting. Josalyn Mosby also offers educational seminars to help clients learn more about investing.
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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NE
05/16/2024 - Present
Creative Planning (Omaha NE)
NE
08/11/2021 - 05/17/2024
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
GA
04/21/2021 - 08/09/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/21/2021 - 08/09/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/21/2021 - 08/09/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
04/21/2021 - 08/09/2021
TRIAD ADVISORS LLC (ATLANTA GA)
MN
04/21/2021 - 08/09/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
10/08/2018 - 08/09/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 05/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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