Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonny? Claim Your ProfileLonny Lee Winters is a registered investment advisor representative with Osaic Wealth, Inc. based in Atlanta, Texas. Lonny has been in the industry since 2012 and holds the Series 7, Series 66 and SIE licenses. Lonny has experience working with Securities America, Inc., Invest Financial Corporation and Edward Jones. Lonny has a wide range of experience and can provide investment advisory services to clients for a fee. Lonny also provides consulting advice on current and future projects for companies in different industries and can also provide labor for those projects. Lonny can also provide alternative insurance products if needed by prospects or clients.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (ATLANTA TX)
TX
11/02/2017 - 06/14/2024
SECURITIES AMERICA, INC. (ATLANTA TX)
TX
07/19/2013 - 11/06/2017
INVEST FINANCIAL CORPORATION (ATLANTA TX)
TX
02/16/2012 - 06/04/2013
EDWARD JONES (ATLANTA TX)
BOTH
Issued 3/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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