Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Weimer is a financial advisor who has been working in the financial industry since 2002. Brian currently works at Osaic Wealth, Inc. Brian previously worked at Signator Investors, Inc., Transamerica Financial Advisors, Inc., Main Street Securities, LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Brian is registered with FINRA and holds Series 6, 24, 28, 51, and 63 licenses. Brian offers services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for businesses.
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
KS
11/02/2018 - Present
Osaic Wealth, Inc. (HAYS KS)
KS
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (HAYS KS)
KS
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HAYS KS)
KS
08/03/2009 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (HAYS KS)
KS
07/17/2003 - 07/31/2009
MAIN STREET SECURITIES, LLC (HAYS KS)
MA
06/21/2002 - 07/16/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/21/2002 - 07/16/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/14/2005
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 12/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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