Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Alexander Wasson is an investment advisor representative with Osaic Wealth, Inc. Roy has been in the financial industry since 1984 and has experience with a variety of firms, including Securities America, Inc. and Securities Service Network, LLC. Roy is registered to provide investment advice in 13 states.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (FT MYERS FL)
FL
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (FT MYERS FL)
FL
12/31/1994 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (FT MYERS FL)
NA
10/03/1994 - 12/31/1994
SECURITIES SERVICE NETWORK, INC.
GA
04/30/1993 - 10/03/1994
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
04/16/1991 - 05/10/1993
MARKET SECURITIES CORPORATION
NC
03/09/1988 - 06/10/1991
HDA SERVICE CORPORATION (LITTLE SWITZERLAND NC)
NA
09/02/1987 - 03/17/1988
FSC SECURITIES CORPORATION
NA
03/09/1987 - 08/31/1987
MUTUAL SERVICE CORPORATION
NA
08/22/1984 - 03/11/1987
W. S. GRIFFITH & CO., INC.
BC
Issued 05/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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