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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 Curtis Ullrich is an investment advisor representative at Osaic Wealth, Inc. based in DOWNERS GROVE, IL. Brian has been in the financial services industry for over 38 years and has a broad range of experience in advising clients on a variety of financial matters. Brian holds the Series 6, 7, 63, and 65 licenses. Brian's firm, Osaic Wealth, Inc., offers a variety of financial planning services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals 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.
1
2
IL
09/14/2012 - Present
Osaic Wealth, Inc. (DOWNERS GROVE IL)
IL
09/08/2009 - 05/24/2012
LPL FINANCIAL LLC (HINSDALE IL)
IL
10/28/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (HINSDALE IL)
IL
02/16/2000 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
MA
07/01/1998 - 02/28/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
NA
03/13/1992 - 05/28/1998
JOHN HANCOCK DISTRIBUTORS, INC.
MA
03/13/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
01/02/1983 - 02/07/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 02/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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