Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Grauberger is an Investment Advisor Representative at Osaic Wealth, Inc.. Brent has been a registered Investment Advisor since 2004 and has extensive experience in the financial services industry. Brent is a registered Investment Advisor in several states, including Missouri, Kansas, Nebraska, Texas, and Florida. Brent specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Brent has a strong commitment to helping clients achieve their financial goals.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (KANSAS CITY MO)
MO
12/12/2003 - 06/14/2024
SECURITIES AMERICA, INC. (KANSAS CITY MO)
MA
07/18/1989 - 12/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
06/16/1988 - 08/12/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
05/24/1988 - 06/07/1988
HIBBARD BROWN & CO., INC.
NA
08/20/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
IA
Issued 04/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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