Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Carlisle is a financial advisor with over 30 years of experience. Brian is registered with Osaic Wealth, Inc. and has been with the firm since January 2024. Brian has previously worked at Woodbury Financial Services, Inc., ING Financial Partners, Inc., Locust Street Securities, Inc., and Pruco Securities Corporation. Brian holds Series 6, 7, 63, and 65 licenses and is also a Registered Representative and Investment Advisor Representative. Brian offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (FRANKFORT IL)
IL
02/18/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FRANKFORT IL)
IL
01/01/2004 - 11/09/2009
ING FINANCIAL PARTNERS, INC. (JOLIET IL)
IA
01/22/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
06/28/1990 - 01/28/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/28/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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