Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brady? Claim Your ProfileBrady Thomas O'Connor is a financial advisor at Osaic Wealth, Inc. based in INDIANAPOLIS, IN. Brady has been in the industry since 1995 and holds both a Series 63 and Series 65 license. Brady's experience encompasses various areas including Financial Planning, Investment Advisory Services and Insurance. Brady also has experience in providing Investment Advisory Services through Osaic Wealth and acting as an Investment Advisor on client accounts. Brady has a deep understanding of the financial services industry and is committed to providing personalized advice and guidance to help clients achieve their financial goals.
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 03/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brady O'Connor is the right advisor for you? Invested Better is here to help.
