Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Diffily is an active investment advisor representative registered with Osaic Wealth, Inc. and has been in the financial services industry since February 17, 2004. Brian has passed the Series 6, Series 63, Series 65, and SIE exams, and has active registrations in multiple states, including Florida, New Jersey, and South Carolina. Brian has experience providing a range of financial services, including insurance brokerage, financial planning, and investment advice. Brian's expertise lies in the areas of family protection, succession planning, insurance, and investment planning. Brian is committed to providing personalized financial advice to help clients achieve their financial goals.
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
NJ
10/08/2021 - Present
Osaic Wealth, Inc. (LIVINGSTON NJ)
NJ
02/18/2004 - 11/02/2018
SIGNATOR INVESTORS, INC. (LIVINGSTON NJ)
IA
Issued 03/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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