Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lamon? Claim Your ProfileLamon Stevenson is a registered investment advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Lamon has been in the financial services industry since 2006. Lamon has held several positions at different firms including FSC Securities Corporation, Sagepoint Financial, Inc., and Advantage Capital Corporation. Lamon has experience in a variety of areas, including financial planning, portfolio management, and investment advisory services.
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
AZ
09/05/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
11/05/2007 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/27/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
03/27/2008 - 03/03/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
AZ
03/27/2008 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
CA
01/07/2005 - 03/08/2006
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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