Unclaimed
Brant Earl Spesshardt is a financial advisor with over 23 years of experience in the financial services industry. He is a Certified Financial Planner™ and has a strong track record of helping individuals and families achieve their financial goals. Brant currently works with Osaic Wealth, Inc., a firm that offers a wide range of financial services, including financial planning, investment management, and retirement planning. Brant holds FINRA Series 6, 7, 63, and 65 securities licenses and a Uniform Investment Advisor Law Examination. He is dedicated to providing his clients with personalized advice and guidance to help them make informed financial decisions.
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
11/03/2023 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
03/08/2000 - 11/03/2023
FSC SECURITIES CORPORATION (RALEIGH NC)
IA
Issued 09/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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