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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 Greenberg is an investment advisor representative with Osaic Wealth, Inc. Brian Greenberg has been in the financial services industry since January 21, 1997 and is registered with FINRA and the state of New Jersey. Brian Greenberg has a bachelor's degree in Accounting from the University of Pennsylvania. Brian Greenberg is also a Certified Public Accountant (CPA). Brian Greenberg provides financial planning, portfolio management, and pension consulting services to individuals, families, and 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
NJ
01/24/2025 - Present
Osaic Wealth, Inc. (MARLTON NJ)
NJ
08/11/2010 - 09/12/2016
WOODBURY FINANCIAL SERVICES, INC. (MARLTON NJ)
NJ
07/23/2007 - 08/20/2010
HORNOR, TOWNSEND & KENT, INC. (MARLTON NJ)
NJ
12/07/1998 - 08/20/2007
H.D. VEST INVESTMENT SERVICES (MARLTON NJ)
NY
01/22/1997 - 12/07/1998
CFS BROKERAGE CORP. (NEW YORK NY)
IA
Issued 08/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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