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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schrader is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, Arizona. Brian has been working in the financial services industry since August 2013. Brian holds Series 63 and 66 securities licenses and Series 7 and SIE registrations. Brian has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brian specializes in financial planning, portfolio management, and pension consulting.
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
AZ
08/06/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
04/21/2023 - 11/15/2023
CHARLES SCHWAB & CO., INC. (Omaha NE)
NE
02/14/2022 - 04/21/2023
TD AMERITRADE, INC. (OMAHA NE)
NE
12/08/2021 - 02/24/2022
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
10/01/2013 - 10/22/2021
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 10/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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