Unclaimed
Osama Safwat Maghawry is a Registered Representative associated with LPL Enterprise, LLC, with a branch office in ORANGE, CA. Osama has been active in the industry for over 10 years and has a total of 2 licenses and 2 exams. Osama is a registered representative in CA. Osama has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Osama's firm LPL Enterprise, LLC offers a range of financial planning and advisory services, including consulting, educational seminars, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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CA
01/30/2025 - Present
LPL Enterprise, LLC (ORANGE CA)
Active
Inactive
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