Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Farkas has been in the financial services industry since 1987. He is currently a registered representative with Osaic Wealth, Inc. and an Investment Advisor Representative with Osaic Advisory Services, LLC. Brian has a wide range of experience in financial services including financial planning, portfolio management, and insurance. He is committed to providing his clients with the highest level of service and personalized financial advice.
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
12/18/2024 - Present
Osaic Wealth, Inc. (Boynton Beach FL)
CA
12/13/1996 - 03/20/2003
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IL
05/26/1995 - 12/16/1996
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
08/01/1994 - 06/05/1995
CHEMICAL INVESTMENT SERVICES CORP.
NY
05/27/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
WI
11/12/1990 - 05/28/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
09/15/1989 - 11/23/1990
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
NY
09/15/1989 - 10/04/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
08/08/1988 - 09/16/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
07/21/1987 - 08/10/1988
DAVID LERNER ASSOCIATES, INC.
BOTH
Issued 12/27/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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