Unclaimed
Lane E. Tamburo is a financial advisor with Osaic Wealth, Inc. Lane has been working in the financial services industry since 2008 and is registered to provide investment advice in 12 states. Lane is also an insurance agent and advises and sells insurance products.
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.
1
2
LA
01/19/2024 - Present
Osaic Wealth, Inc. (Lafayette LA)
LA
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Lafayette LA)
LA
06/16/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (Lafayette LA)
LA
04/11/2014 - 01/23/2015
EDWARD JONES (LAFAYETTE LA)
LA
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (CARENCRO LA)
LA
08/03/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CARENCRO LA)
BOTH
Issued 07/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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