Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhys? Claim Your ProfileRhys Lendio is an active investment advisor representative with Osaic Wealth, Inc. Rhys has been working in the securities industry for over 4 years and is registered in Oregon and Washington. Rhys holds the Series 7TO, SIE and Series 66 licenses and has worked with clients on financial planning, portfolio management for individuals, and pension consulting.
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
OR
01/10/2023 - Present
Osaic Wealth, Inc. (PORTLAND OR)
BOTH
Issued 05/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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