Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Murch is a financial advisor at Osaic Wealth, Inc., a firm that provides financial planning, portfolio management, and other services to individuals, businesses, and institutions. Brett has been in the financial services industry since 2003 and has a strong track record of success. Brett is a registered representative of Osaic Wealth, Inc. in Missouri, Illinois, and Massachusetts. Brett holds the Series 6, Series 63, and Series 65 licenses. Brett is committed to providing his clients with personalized financial advice and guidance to help them 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
11/09/2011 - 06/14/2024
SECURITIES AMERICA, INC. (SAINT LOUIS MO)
MO
10/06/2008 - 11/14/2011
NEW ENGLAND SECURITIES (ST. LOUIS MO)
MO
03/24/2003 - 09/26/2008
NYLIFE SECURITIES LLC (ST. LOUIS MO)
IA
Issued 10/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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