Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Michael Lushene is a financial advisor currently registered with Osaic Wealth, Inc. in Raleigh, NC. He has been active in the industry since July 2023 and has experience with Equitable Advisors, LLC. Brandon Michael Lushene holds both Series 66 and Series 7TO licenses, along with the SIE. Brandon Michael Lushene provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. He also offers other advisory services such as selection of other advisors and portfolio management for businesses. In addition to working with Osaic Wealth, Inc., Brandon Michael Lushene is an agent for Capital Planning Group, selling equity indexed annuities, fixed annuities, and traditional life insurance.
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
NC
01/24/2025 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
07/10/2023 - 07/02/2024
EQUITABLE ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 06/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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