Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brady? Claim Your ProfileBrady O'connor is an investment advisor representative with Osaic Wealth, Inc., a firm with a long history in the financial services industry. Brady has been active in the industry since 1995 and has extensive experience in providing financial planning and investment advisory services. Brady is committed to helping clients achieve their financial goals through personalized advice and guidance. Brady is also licensed to sell insurance products, offering comprehensive financial solutions to meet diverse client needs.
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.
1
2
IN
06/14/2024 - Present
Osaic Wealth, Inc. (INDIANAPOLIS IN)
IN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (INDIANAPOLIS IN)
IN
08/01/2014 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Noblesville IN)
IN
04/05/1995 - 08/15/2014
EQUITY SERVICES, INC. (INDIANAPOLIS IN)
IA
Issued 3/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/3/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 1/14/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 3/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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