Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luiz? Claim Your ProfileLuiz Henrique moreira Boscardin is an investment advisor representative at Osaic Wealth, Inc., registered with the Securities and Exchange Commission and serving clients in multiple states. Luiz has been in the financial services industry since 2000 and has a background in insurance, real estate, and investment management. Luiz is dedicated to providing comprehensive financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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
HI
11/05/2018 - Present
Osaic Wealth, Inc. (HONOLULU HI)
CA
07/03/2008 - 11/02/2018
SIGNATOR INVESTORS, INC. (LAFAYETTE CA)
HI
10/03/2007 - 07/02/2008
FSC SECURITIES CORPORATION (HONOLULU HI)
HI
03/14/2002 - 09/18/2007
SIGNATOR INVESTORS, INC. (HONOLULU HI)
MA
03/15/2000 - 02/14/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 08/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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