Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wornel? Claim Your ProfileWornel Simpson is a financial advisor who has been in the industry since 1984. Wornel is currently registered with Osaic Wealth, Inc. Wornel is licensed to provide financial advice in Arizona, California, Colorado, Florida, Georgia, Maryland, Minnesota, Nevada, New Jersey, New York, North Carolina, Texas, Virginia, and Washington.
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
11/03/2023 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (SACRAMENTO CA)
CA
01/02/1997 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (SACRAMENTO CA)
GA
01/05/1994 - 12/31/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MA
01/18/1991 - 12/31/1993
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
07/18/1989 - 08/16/1990
E.F. DALY FINANCIAL GROUP
CA
08/25/1989 - 09/06/1989
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
06/16/1986 - 08/25/1989
PFG SECURITIES, INC.
NA
11/12/1985 - 07/08/1986
M.D. ADVISORS, INC.
NA
03/22/1984 - 09/20/1985
CENTAUR INVESTMENTS, INC.
IA
Issued 10/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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