Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bennett is a financial advisor at Osaic Wealth, Inc. Brian has been working in the financial industry since 1988. Brian is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. Brian has experience in providing fixed annuities and insurance, and in helping clients discern their income, risk tolerance, and time frame for use of funds. Osaic Wealth, Inc. provides financial planning, pension consulting, educational seminars, and portfolio management services for businesses and individuals.
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
IA
11/03/2023 - Present
Osaic Wealth, Inc. (WEST DES MOINES IA)
IA
01/18/1993 - 11/03/2023
FSC SECURITIES CORPORATION (WEST DES MOINES IA)
MN
05/26/1988 - 01/18/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 09/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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