Unclaimed
Benjamin Brayshaw is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Benjamin has been in the securities industry since 2002. Benjamin's primary office location is in Lynnfield, MA. Benjamin holds a Series 63, 65, 7, 24 and SIE license. Benjamin is also registered in multiple states including, but not limited to, Massachusetts, New Hampshire, and California. Prior to joining Osaic Wealth, Inc., Benjamin worked with Sagepoint Financial, Inc. and Questar Capital Corporation.
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
MA
09/01/2023 - Present
Osaic Wealth, Inc. (LYNNFIELD MA)
NH
06/08/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BEDFORD NH)
NH
12/01/2006 - 06/24/2015
QUESTAR CAPITAL CORPORATION (KEENE NH)
NH
11/24/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (CONCORD NH)
MA
07/30/2002 - 09/08/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/30/2002 - 09/08/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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