Unclaimed
Brian English is a financial advisor with over 20 years of experience. Brian is currently registered with Osaic Wealth, Inc. in Florida and Texas. Brian holds several licenses and certifications, including the Series 6, Series 63, and Series 65 exams. Brian provides a range of services, including financial planning, portfolio management, and educational seminars. Brian has a strong commitment to helping clients reach their financial goals. Previously, Brian was registered with Securities America, Inc. and Park Avenue Securities LLC. Brian offers financial planning services to a variety of clients, including individuals, families, businesses, and retirement plans.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (Crawfordville FL)
FL
09/06/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Crawfordville FL)
FL
07/05/2004 - 09/27/2016
PARK AVENUE SECURITIES LLC (CRAWFORDVILLE FL)
IA
Issued 10/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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