Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Donald Sattem is a financial professional with over 28 years of experience in the industry. Brian is currently registered with Osaic Wealth, Inc. and is licensed in 13 states. Brian has a strong background in financial planning and portfolio management. Brian's areas of expertise include providing services for individuals, businesses, investment companies, pooled investment vehicles, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Brian is dedicated to providing clients with personalized financial advice to help them 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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NE
01/08/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NJ
07/01/2019 - 01/05/2024
COREBRIDGE CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
01/20/2016 - 06/25/2019
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
11/16/2010 - 12/08/2015
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
MA
01/01/2002 - 11/17/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
09/01/1999 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
NE
08/13/1997 - 01/20/1999
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IN
01/11/1993 - 07/14/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
AZ
07/19/1991 - 09/09/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 07/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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