Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kernaghan is a financial advisor with Brookfield Oaktree Wealth Solutions LLC. Brian has over 20 years of experience in the financial services industry and holds Series 7, Series 63, Series 52, Series 65, Series 6TO and SIE licenses. Brian is registered to provide investment advisory services in Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, New York, North Dakota, South Dakota and Wisconsin. Prior to joining Brookfield Oaktree Wealth Solutions LLC, Brian worked at Brookfield Private Advisors LLC, LaSalle Investment Management Distributors, LLC, Managers Distributors, Inc., Citigroup Global Markets Inc., and H&R Block Financial Advisors, Inc.
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.
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.
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IL
12/22/2021 - Present
Brookfield Oaktree Wealth Solutions LLC (Chicago IL)
IL
11/02/2017 - 12/22/2021
BROOKFIELD PRIVATE ADVISORS LLC (Chicago IL)
IL
10/29/2012 - 11/02/2017
LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
03/22/2006 - 10/12/2012
MANAGERS DISTRIBUTORS, INC. (CHICAGO IL)
NY
12/16/2003 - 03/11/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
09/17/2002 - 11/25/2003
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
IL
03/14/2002 - 07/24/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
MI
08/27/1999 - 09/12/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 06/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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