Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osnel? Claim Your ProfileOsnel Vilmael is a financial advisor with Principal Securities, Inc. Osnel has been in the financial services industry since June 24, 2008. Osnel specializes in providing financial planning, portfolio management, and educational seminars. Osnel's firm provides financial services to a diverse clientele including individuals, corporations, charitable organizations, and pension plans. Osnel is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide financial services in Arizona, California, Colorado, Connecticut, Georgia, Idaho, Indiana, Iowa, Nevada, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, and Utah.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
01/04/2012 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
08/03/2006 - 02/10/2010
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 10/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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