Lei Wang

Current Employers

Employment History

• 04/2001 → 01/2025
  Lincoln Financial Advisors
  West Palm Beach, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  West Palm Beach, FL

Previous Registrations

• 2001-05-30 → 2025-01-24
  Osaic Fa, Inc.
  Windsor, CT
  Hartford, CT
  West Palm Beach, FL

Other Businesses

1. LEI WANG LLC 512 35TH STREET WEST PALM BEACH, FL, 33407 CATEGORY: ENTITY/INSURANCE INVESTMENT RELATED: Y TITLE: SOLE OWNER DUTIES: SOLE OWNER OF ENTITY OFFERING TRADITIONAL FIXED INSURANCE, INDEED ANNUITIES, AND LONG TERM CARE INSURANCE START DATE: 5/5/2019 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 50 2. LEI WANG PALM BEACH FL CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: CONNECTOR TO WELCOME FUNDS DUTIES: OFFERING FIXED LIFE SETTLEMENT VIA WELCOME FUNDS START DATE: 01/01/2018 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3. LEIBERT PROPERTIES LLC POSITION: My husband is a real estate professional who manages these properties full time. We own everything jointly. NATURE: Leibert Properties LLC owns some rental properties, and its purpose is to provide liability protection. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2011 ADDRESS: 70 Balfour Drive, West Hartford CT 06117, United States DESCRIPTION: I take messages for my husband occasionally. 4. LEIBERT ASSOCIATES LLC POSITION: I am a passive owner of the LLC. NATURE: My husband is a real estate professional. He sets up the LLC to receive rental income. It provides protection from creditor claims on the income. He owns this LLC with me per the attorney's recommendation for stronger asset protection. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/19/2004 ADDRESS: 70 Balfour Drive, West Hartford CT 06117, United States DESCRIPTION: I make occasional payments to the cleaning lady and the handy man. 5. LEI WANG POSITION: Agent NATURE: The product offers long term care insurance for clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2015 ADDRESS: 512 35th St., West Palm Beach FL 33407, United States DESCRIPTION: Long Term Care insurance -Some of my clients have annuities that have substantial deferred gains that ultimately are subject to ordinary income taxes. This agency provides a product that allows tax free withdrawals from these annuities for long term care benefits. I would like to make these product solutions available for my clients.

Exams

• S66 Uniform Combined State Law Examination
  1997-04-30

Designations