Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Charles Osner is a financial advisor at Raymond James Financial Services Advisors, Inc.. Brian has been in the industry since August 2007 and has been registered with the firm since October 2017. Brian holds a Series 7, 9, 10, and 66 license. Brian is a Certified Financial Planner. Brian provides financial planning, portfolio management, and educational seminars. Brian has experience working with high-net-worth individuals, corporations, and pension and profit-sharing 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IN
01/05/2018 - Present
Raymond James Financial Services Advisors, Inc. (MUNCIE IN)
IN
01/27/2009 - 11/02/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MUNCIE IN)
IN
08/22/2007 - 01/27/2009
CITY SECURITIES CORPORATION (MUNCIE IN)
BOTH
Issued 09/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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