Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Losey is a financial advisor with Osaic Wealth, Inc. Susan has been working in the financial industry since July 4, 2004. Susan holds the following licenses: Series 66, Series 24, SIE and Series 7. Susan is registered to provide financial advice in the state of California. Susan specializes in providing financial advice to individuals, businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Susan's firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Susan's firm has a total of 437,201 accounts under management with approximately $94.6 billion in assets under 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.
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.
1
2
CA
07/05/2004 - Present
Osaic Wealth, Inc. (WESTLAKE VILLAGE CA)
BOTH
Issued 10/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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