Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Megrue is a financial advisor at Osaic Wealth, Inc. Brett has over 24 years of experience in the financial industry. Brett is registered with FINRA and the state of Nebraska. Brett holds a Series 63, 66, 7, 9, 10, 24, 51, 52, 53 and SIE. Brett is a financial advisor providing investment advisory services to individuals, families, and small businesses. Brett is also able to provide financial planning and retirement planning services.
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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AZ
03/29/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/29/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
03/29/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
03/29/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/29/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/29/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
02/22/2022 - 03/27/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
NE
12/01/2020 - 02/22/2022
D.A. DAVIDSON & CO. (LINCOLN NE)
TX
01/02/2019 - 08/31/2020
KINGSWOOD CAPITAL PARTNERS, LLC (Dallas TX)
TX
10/23/2009 - 10/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
07/23/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
NE
05/29/2003 - 07/19/2007
AMERIPRISE FINANCIAL SERVICES, INC. (OMAHA NE)
MN
05/29/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
12/07/1998 - 05/01/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 6/2/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/1/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/23/2001
Series 4 - Registered Options Principal Examination
BC
Issued 12/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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