Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McLean is an Investment Advisor Representative with Osaic Wealth, Inc. Brian has been in the financial services industry since 1998. Brian is currently registered with the state of California and Illinois. Brian has previously been registered with FSC Securities Corporation and LPL Financial LLC. Brian has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and educational seminars. Brian is committed to providing his clients with the highest level of service and personalized advice.
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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CA
11/03/2023 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
01/09/2012 - 11/03/2023
FSC SECURITIES CORPORATION (SAN DIEGO CA)
CA
12/10/2001 - 01/19/2012
LPL FINANCIAL LLC (SAN DIEGO CA)
IN
03/22/1999 - 10/16/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NY
05/03/1999 - 12/31/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/02/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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