Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luann? Claim Your ProfileLuann Creager is an Investment Advisor Representative with Osaic Wealth, Inc. Luann has been in the financial services industry since 2007. Luann is registered with the Securities and Exchange Commission and is a Registered Representative in the state of West Virginia. Luann is also a Registered Investment Advisor in the state of West Virginia. Luann has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. Luann is also licensed to sell life and health insurance products through Good Life Financial, LLC.
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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WV
09/01/2023 - Present
Osaic Wealth, Inc. (GREEN BANK WV)
WV
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GREEN BANK WV)
WV
07/30/2007 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DUNMORE WV)
IA
Issued 06/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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