Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Rose Brigadier is a financial advisor with Osaic Wealth, Inc. Bethany has been in the financial industry since 2009. Bethany has a Series 7, Series 63, Series 65, and Series 24 licenses. Bethany specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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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AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/23/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
CA
10/29/2018 - 09/02/2020
FORESIDE FINANCIAL SERVICES, LLC (San Jose CA)
CA
11/11/2009 - 10/29/2018
LORING WARD SECURITIES INC. (San Jose CA)
CA
11/02/2007 - 09/18/2009
BELLATORE SECURITIES, INC. (SAN JOSE CA)
CA
07/20/2006 - 09/20/2007
PARK AVENUE SECURITIES LLC (SAN JOSE CA)
IA
Issued 06/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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