Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Cone is a registered representative with Osaic Wealth, Inc. in Shreveport, LA. Norman has been in the securities industry since 1998 and has held previous positions with several firms including SAGEPOINT FINANCIAL, INC., CUNA BROKERAGE SERVICES, INC., and ONEAMERICA SECURITIES, INC. Norman is licensed to provide securities and investment advisory services to individuals and businesses. Norman also holds a Series 6 license which allows him to provide investment company and variable contract products to clients.
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
LA
09/01/2023 - Present
Osaic Wealth, Inc. (SHREVEPORT LA)
LA
06/22/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SHREVEPORT LA)
LA
08/09/2017 - 08/21/2019
CUNA BROKERAGE SERVICES, INC. (Bossier City LA)
LA
02/17/2015 - 04/22/2016
ONEAMERICA SECURITIES, INC. (SHREVEPORT LA)
LA
02/03/2009 - 02/17/2015
INVEST FINANCIAL CORPORATION (MINDEN LA)
LA
10/31/2005 - 02/11/2009
SAGEPOINT FINANCIAL, INC. (MINDEN LA)
AZ
10/25/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
12/07/1998 - 08/19/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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