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Noreen Sue lin Clement

Osaic Wealth, Inc.

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About Noreen Sue lin Clement

Noreen Clement is a financial professional with over 40 years of experience in the financial services industry. Noreen is a Registered Representative with Osaic Wealth, Inc. and holds the Series 6, 7, 24, 52, 53, and 63 licenses. Noreen also holds the Certified Financial Planner designation. Noreen has a strong background in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses.

Firm Information

Noreen Clement is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Noreen Clement’s Registration & Firm History

HI

01/19/2024 - Present

Osaic Wealth, Inc. (HONOLULU HI)

HI

03/01/2019 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (HONOLULU HI)

HI

12/15/2016 - 03/01/2019

QUESTAR CAPITAL CORPORATION (HONOLULU HI)

HI

04/25/1990 - 12/23/2016

MSI FINANCIAL SERVICES, INC. (HONOLULU HI)

HI

05/02/1990 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (HONOLULU HI)

NA

04/25/1986 - 04/25/1990

UR FINANCIAL, INC.

NA

03/22/1983 - 04/01/1986

SECURITY FIRST FINANCIAL, INC.

NA

04/08/1982 - 03/14/1983

IDS MARKETING CORPORATION

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Licenses & Designations

BC

Issued 09/05/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/27/1987

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

BC

Issued 02/06/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Noreen Sue lin Clement.
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