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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sirota is a financial advisor with over 28 years of experience in the industry. Brian is currently registered with Osaic Wealth, Inc. and has been with the firm since 2023. Previously, Brian was a Registered Representative for SAGEPOINT FINANCIAL, INC., from 2005 to 2023. Brian's experience includes serving as a Branch manager/Self for BES FINANCIAL, a DBA he created for insurance sales. Brian is registered with the state of Florida as a Registered Investment Advisor and has passed the Series 66, Series 57TO, SIE, Series 55 and Series 7 exams.
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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (POMPANO BEACH FL)
FL
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (POMPANO BEACH FL)
AZ
10/10/2001 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
MA
04/09/2001 - 10/09/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/09/2001 - 10/09/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
UT
01/17/2001 - 03/02/2001
WILSON-DAVIS & CO., INC. (SALT LAKE CITY UT)
FL
09/12/1994 - 11/17/2000
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
BOTH
Issued 08/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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