Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Thomas O'Connor is a financial advisor at Osaic Wealth, Inc. Brendan has been in the financial services industry since May 1985. Brendan is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. to individuals who have met specific education, examination, experience, and ethical requirements. Osaic Wealth, Inc. is a registered investment advisor that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Brendan has an active Series 6, Series 7, Series 22, Series 62, and Series 63 license, as well as a SIE exam. Brendan holds a current broker-dealer registration in 27 states and an investment advisor registration in two states.
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
NJ
01/24/2025 - Present
Osaic Wealth, Inc. (RED BANK NJ)
IN
08/20/2002 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
05/06/1985 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 06/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/03/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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