Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Windall? Claim Your ProfileWindall Lancaster is a registered investment advisor representative with Osaic Wealth, Inc. Windall has been in the industry since 1995 and has experience working with Woodbury Financial Services, Inc., AXA Advisors, LLC, MONY Securities Corporation and Trusted Securities Advisors Corp. Windall is licensed to provide investment advice in 21 states. Windall is registered with the state of Tennessee as an investment adviser representative.
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
TN
01/19/2024 - Present
Osaic Wealth, Inc. (GERMANTOWN TN)
TN
03/02/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GERMANTOWN TN)
NY
06/01/2005 - 03/06/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/03/1995 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/05/2001 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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