Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luguang? Claim Your ProfileLuguang Luan is an active investment advisor representative at Osaic Wealth, Inc. Luguang Luan has been in the industry since July 11, 1999. Luguang Luan is registered with the following states: California, Colorado, Connecticut, Florida, Maine, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Rhode Island, South Carolina, Texas, Virginia, and Washington. Luguang Luan also holds the following licenses: Series 7, Series 31, Series 63, and Series 65. Luguang Luan has been employed at Osaic Wealth, Inc. since January 2025. Previously Luguang Luan was with Signator Investors, Inc., Gruntal & Co., L.L.C., Dean Witter Reynolds Inc., and Prime Charter Ltd. Luguang Luan's current branch location is in Jericho, New York.
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
NY
01/24/2025 - Present
Osaic Wealth, Inc. (PELHAM NY)
NY
11/25/2002 - 11/05/2016
SIGNATOR INVESTORS, INC. (NEW YORK NY)
NY
02/26/2001 - 11/01/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
07/06/1998 - 02/21/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/28/1998 - 06/17/1998
PRIME CHARTER LTD. (NEW YORK NY)
IA
Issued 07/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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