Our Firm

Established in 1983 WORNEL SIMPSON, M.R.F.C., L.U.T.C.F.

 

.

ESTABLISHED in 1983, Wornel Simpson offers diversified wealth management and asset preservation  incorporating :

•  INVESTMENT RESEARCH AND PLANNING
• FINANCIAL BUSINESS MANAGEMENT
• CONCEPTUAL AND STRATEGIC PLAN DESIGN

With over four decades of experience. Wornel Simpson strives to be among the nation's top investment and insurance industry professionals.

Wornel Simpson is a Registered Representative of OSAIC WEALTH, INC., holding Series 7, 63 and 65 registrations. Currently registered in the states of California, Arizona, Colorado, Florida, Nevada, Georgia, Washington, Maryland, Minnesota, Virginia, North Carolina, New Jersey and New York.  Life insurance licensed in the states of  California, Florida, Nevada and Washington. California Insurance License Number 0583031. 

The Firm's STANDARDS FOR A GLOBAL ECONOMY  philosophy seeks to raise the bar in the financial services industry.

Securities and investment advisory services offered through OSAIC WEALTH, INC. (OSAIC),  member FINRA/SIPC . OSAIC is separately owned and other entities and/or marketing names, products or services referenced here are indpendent of OSAIC.  OSAIC does not offer tax or legal advice.

Securities registered in California, Arizona, Colorado, Nevada, Florida, North Carolina, Florida, Georgia, Virginia, Washington, Maryland, New Jersey and New York.

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.