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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendon? Claim Your ProfileBrendon B Pierce is a financial advisor with Osaic Wealth, Inc. with over 10 years of experience in the industry. Brendon has a Series 6, Series 63, and Series 65 licenses and has been active in the industry since 2012. Brendon has experience working for Signator Investors, Inc., MSI Financial Services, Inc., and NYLIFE Securities LLC in the past. Brendon offers a range of services including financial planning, pension consulting, and educational seminars. Brendon also works with individuals, businesses and pooled investment vehicles.
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
RI
11/02/2018 - Present
Osaic Wealth, Inc. (WARWICK RI)
RI
12/02/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (WARWICK RI)
RI
03/21/2016 - 12/09/2016
MSI FINANCIAL SERVICES, INC. (WARWICK RI)
MA
06/11/2012 - 02/17/2016
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 04/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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