Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Carr is a financial advisor with Osaic Wealth, Inc. Brian has been in the financial services industry for over 12 years. Brian has a strong background in providing financial planning services. Brian also holds a Certified Financial Planner designation. Brian is registered in numerous states. Brian is registered to provide investment advice and sell securities in North Carolina, Florida, and other states. Brian's experience includes working with individuals and businesses, and a focus on providing financial advice for both retirement planning and college savings.
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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NC
11/02/2018 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
04/09/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (RALEIGH NC)
VA
11/16/2012 - 01/30/2014
MORGAN STANLEY (MCLEAN VA)
VA
01/17/2011 - 10/17/2012
MORGAN STANLEY (MCLEAN VA)
BOTH
Issued 02/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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