Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Ellsworth Crosby is a financial advisor with over 40 years of experience in the industry. Brian has worked at various financial institutions including Securities America, Inc., KMS Financial Services, Inc., and Osaic Advisory Services, LLC. Brian currently holds licenses to advise in Florida, New York, and Ohio. Brian specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Brian also provides educational seminars on financial planning topics.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
OH
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MILAN OH)
OH
09/23/2011 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (MILAN OH)
OH
05/26/2005 - 02/11/2011
QA3 FINANCIAL CORP. (MILAN OH)
OH
03/01/2000 - 05/06/2005
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
OH
05/08/1986 - 02/29/2000
CAPITAL & BUSINESS PLANNING, INC. (MILAN OH)
NA
10/20/1983 - 05/02/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BOTH
Issued 12/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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