Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Drolet is a financial advisor who has been working in the industry since 2008. Brian holds Series 6, 7TO, 63 and 65 licenses and is currently registered with Osaic Wealth, Inc. and Arbor Point Advisors. Brian's experience includes roles at Securities America, Inc., Kestra Investment Services, LLC, and Sagepoint Financial, Inc. Brian's primary focus is on providing financial planning and portfolio management services to individuals, high net worth individuals, corporations, and charitable organizations.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (SOUTHLAKE TX)
TX
10/27/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SOUTHLAKE TX)
TX
06/28/2018 - 11/04/2020
KESTRA INVESTMENT SERVICES, LLC (Colleyville TX)
TX
03/09/2015 - 07/02/2018
SAGEPOINT FINANCIAL, INC. (COLLEYVILLE TX)
TX
10/01/2014 - 02/23/2015
SUMMIT BROKERAGE SERVICES, INC. (KELLER TX)
SC
08/15/2014 - 09/17/2014
LPL FINANCIAL LLC (FORT MILL SC)
TX
09/08/2008 - 08/22/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ARLINGTON TX)
IA
Issued 1/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/8/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/6/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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