Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilmer? Claim Your ProfileWilmer Powell is an investment advisor representative currently registered with Osaic Wealth, Inc. Wilmer has been in the industry since January 1990. Wilmer has a wide range of experience, having worked with firms like Securities America, Inc., Commonwealth Financial Network, Stanford Group Company, and NYLIFE Securities Inc.
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
LA
06/14/2024 - Present
Osaic Wealth, Inc. (BATON ROUGE LA)
LA
08/08/2014 - 06/14/2024
SECURITIES AMERICA, INC. (BATON ROUGE LA)
LA
02/11/1999 - 08/11/2014
COMMONWEALTH FINANCIAL NETWORK (BATON ROUGE LA)
TX
01/05/1998 - 02/12/1999
STANFORD GROUP COMPANY (HOUSTON TX)
NY
01/17/1990 - 01/15/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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