Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Blaustein is a financial professional with over 25 years of experience in the financial services industry. Brian currently works at Osaic Wealth, Inc., a firm with a strong reputation in providing financial planning and investment management services. Prior to joining Osaic Wealth, Inc., Brian was a representative at Securities America, Inc. and Wall Street Financial Group, Inc.. Brian holds FINRA Series 6 and 63 licenses as well as the Securities Industry Essentials (SIE) exam.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (ROCHESTER NY)
NY
06/25/2002 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (ROCHESTER NY)
NY
12/21/1999 - 07/08/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
02/05/1998 - 01/06/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 09/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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