Unclaimed
Brandon Walter Stukus is a financial advisor with Osaic Wealth, Inc., based in Chicago, Illinois. Brandon is a registered investment advisor representative and holds Series 7TO, Series 63, and Series 65 licenses. Brandon has extensive experience in the financial services industry, having previously worked with Kestra Investment Services, LLC. Brandon's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Brandon's experience and credentials make him well-qualified to provide comprehensive financial advice and guidance to clients.
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
IL
01/24/2025 - Present
Osaic Wealth, Inc. (CHICAGO IL)
FL
04/14/2023 - 05/30/2024
KESTRA INVESTMENT SERVICES, LLC (Tampa FL)
BC
Issued 08/03/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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