Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Yaiser is a financial advisor with over 38 years of experience in the financial services industry. Brian is currently registered with Osaic Wealth, Inc. and is also affiliated with Ironbridge Wealth Counsel, LLC. Prior to joining Osaic Wealth, Inc., Brian was registered with SagePoint Financial, Inc. and Lincoln Financial Advisors Corporation. Brian holds a Series 6, Series 22, Series 63, and Series 65 licenses, and has been active in the financial services industry since 1985. Brian is a licensed investment advisor in several states.
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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NY
09/01/2023 - Present
Osaic Wealth, Inc. (MIDDLEPORT NY)
NY
05/15/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MIDDLEPORT NY)
NY
06/01/1998 - 05/16/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (MIDDLEPORT NY)
IN
07/18/2002 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
02/19/1985 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 02/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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