Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Ogulnick is an active financial advisor with over 25 years of experience in the financial services industry. Lonnie currently works for Osaic Wealth, Inc. Lonnie has experience with a number of financial services firms including Securities America, Inc. and Investcorp, Inc. Lonnie is a registered representative in 32 states and is also a registered investment advisor in 5 states. Lonnie holds the Series 63, 65, 7, 9, 10, and 24 licenses and is a registered principal. Lonnie specializes in providing financial planning, pension consulting, and educational seminars. Lonnie also provides portfolio management for individuals and businesses.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (Miami FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Miami FL)
FL
01/03/2017 - 07/17/2020
INVESTACORP, INC. (Miami FL)
FL
11/20/2002 - 01/03/2017
LADENBURG THALMANN & CO. INC. (MIAMI FL)
NY
07/20/1998 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 07/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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