Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lei? Claim Your ProfileLei Wang is an investment advisor representative with Osaic Wealth, Inc. based in HARTFORD, CT. Lei has been in the financial services industry since 1995. Lei is registered to offer securities in 24 states. Lei is also a Certified Financial Planner. Lei previously worked at THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, AETNA INVESTMENT SERVICES, LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, and AETNA FINANCIAL SERVICES, INC..
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
CT
01/24/2025 - Present
Osaic Wealth, Inc. (HARTFORD CT)
IN
05/03/2001 - 03/30/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
06/21/2000 - 05/17/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CA
07/30/1999 - 12/31/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CT
06/02/2000 - 09/21/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
04/17/1997 - 01/12/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
08/01/1995 - 01/12/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BOTH
Issued 04/30/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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