Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Coughlin is a financial professional with over 35 years of experience in the industry. Brian is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Florida, Georgia, Kentucky, North Carolina and Ohio. Brian has a strong background in providing financial planning, pension consulting, and educational seminars to clients.
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
FL
11/03/2023 - Present
Osaic Wealth, Inc. (LAND O LAKES FL)
FL
11/30/2005 - 11/03/2023
FSC SECURITIES CORPORATION (LAND O LAKES FL)
LA
06/03/2003 - 11/30/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
AL
05/15/2002 - 05/30/2003
SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
OK
04/01/1992 - 05/15/2002
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
CA
01/22/1992 - 04/07/1992
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
NA
08/01/1989 - 02/27/1992
ADAMS SECURITIES, INC.
NA
11/21/1988 - 08/02/1989
AMERICAN WALLSTREET SECURITIES, INC.
NA
09/22/1987 - 10/07/1988
F.D. ROBERTS SECURITIES, INC.
NA
02/02/1987 - 03/18/1987
SHERWOOD CAPITAL, INC.
NA
08/21/1986 - 02/02/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 12/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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