Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lordes? Claim Your ProfileLordes Serwaa Nyamaah is a financial advisor with Osaic Wealth, Inc. Lordes has worked in the financial industry since 2022 and has experience at Securities America, Inc. and Transamerica Capital, Inc. in the past. Lordes is licensed to provide financial planning and portfolio management for both businesses and individuals.
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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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
11/11/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
CO
04/23/2022 - 07/29/2022
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BC
Issued 04/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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