Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilbert? Claim Your ProfileWilbert McZeal is a financial professional with over 40 years of experience in the industry. Wilbert holds multiple securities licenses and is a Certified Financial Planner. Wilbert is currently registered with Osaic Wealth, Inc. and is also a registered representative of the firm. In addition, Wilbert has previous experience with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., and SOUTHMARK FINANCIAL SERVICES, INC. Wilbert offers a variety of services including financial planning, portfolio management for individuals and businesses, 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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (FRESNO CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LOS ANGELES CA)
AZ
06/18/1989 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
10/26/1979 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 02/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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