Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson Lauren Lea is a financial advisor with over 20 years of experience in the industry. Wilson has worked for Osaic Wealth, Inc. since 2025, and prior to that worked at The Lincoln National Life Insurance Company and Scudder Distributors, Inc. Wilson is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 63 and 65 licenses. Wilson also holds the Securities Industry Essentials (SIE) designation. Wilson specializes in providing financial planning services and investment management for individuals and businesses.
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
01/24/2025 - Present
Osaic Wealth, Inc. (LOS ANGELES CA)
CA
02/13/2003 - 05/16/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (IRVINE CA)
IL
06/21/1999 - 08/09/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 11/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Wilson Lea is the right advisor for you? Invested Better is here to help.
