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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 Leonard is a financial advisor with Osaic Wealth, Inc., based in Scottsdale, AZ. Brian has been in the industry for a while and has experience working with various clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Brian offers a range of advisory services including financial planning, portfolio management, pension consulting, and educational seminars.
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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AZ
02/14/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
05/23/2023 - 07/18/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Scottsdale AZ)
AZ
11/23/2020 - 05/19/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 06/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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