Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett McMillan is a financial advisor with Osaic Wealth, Inc. Brett has been in the financial services industry since 2011. Brett is registered in 20 states to provide investment advisory and brokerage services. He has held licenses with Securities America, Inc. and Voya Financial Advisors, Inc. in the past. In addition to the Series 63 and 65 exams, Brett is also licensed with the Series 7 and the SIE exam. Brett's firm, Osaic Wealth, Inc., offers a range of investment advisory services to individuals, families, and businesses. These services include financial planning, portfolio management, and pension consulting. The firm has offices in Arizona and several other 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.
1
2
AR
06/14/2024 - Present
Osaic Wealth, Inc. (Fort Smith AR)
AR
09/14/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Fort Smith AR)
AR
11/05/2011 - 09/17/2020
VOYA FINANCIAL ADVISORS, INC. (FORT SMITH AR)
IA
Issued 4/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/4/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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