Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liam? Claim Your ProfileLiam Jared House-myers is an investment advisor representative with Osaic Wealth, Inc. and has been in the industry since September 16, 2014. Liam is registered to provide investment advice in Colorado, Florida and New Hampshire. Liam specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses. Liam holds the Series 66, 53, 24, 52, 7 and SIE licenses.
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
AZ
10/23/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
FL
10/22/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
GA
10/23/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/11/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NH
09/17/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (PORTSMOUTH NH)
NH
07/17/2015 - 01/07/2016
SIGNATOR FINANCIAL SERVICES, INC. (Portsmouth NH)
BOTH
Issued 12/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Liam House-myers is the right advisor for you? Invested Better is here to help.
