Securities America Advisors, Inc
About this Advisor
Josalyn Mosby is a financial advisor working in La Vista, Nebraska, who has been in the advisory business for 12 years. Mosby works at Securities America Advisors, Inc. Throughout their career, Mosby has worked at Securities America Inc, Aureus Medical, First National Bank, Scheels All Sports, Bag N Save, Full-Time Education, Securities America, Inc and Securities America Advisors. Mosby holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Nebraska. Securities America Advisors, Inc is a financial advisory firm based in La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 people on staff. It administers $29 billion in assets among its 184,356 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 184,356 customer accounts, 15% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely depend on the type of financial services provided. However, fee types billed by Securities America Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Josalyn Mosby Work History
Josalyn has 12 years of experience.
Securities America Advisors
Securities America, Inc
Securities America Inc
First National Bank
Scheels All Sports
Bag N Save
Josalyn Mosby has no disclosures.
Please visit their SEC profile for more details.
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