Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Bumbales is a financial advisor at Osaic Wealth, Inc. Lois has been working in the financial industry since 1983 and is registered to provide investment advice in Florida, Kentucky, Michigan, Ohio, and Virginia. Lois's prior experience includes working for Woodbury Financial Services, Inc., Questar Capital Corporation, and VOYA Financial Advisors, Inc. Lois's expertise includes investment advisory services, financial planning, pension consulting, educational seminars, and the selection of other advisors.
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
MI
01/19/2024 - Present
Osaic Wealth, Inc. (SHELBY TOWNSHIP MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SHELBY TOWNSHIP MI)
MI
03/30/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (TROY MI)
MI
01/01/2004 - 03/30/2017
VOYA FINANCIAL ADVISORS, INC. (TROY MI)
IA
07/25/1983 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 08/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lois Bumbales is the right advisor for you? Invested Better is here to help.
