Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Saranovitz is an investment advisor representative associated with Osaic Wealth, Inc. Brian is a highly experienced professional with over 30 years in the financial industry. Brian's primary focus is helping clients with their retirement plans. Brian works with a wide range of clients, including individuals, high-net-worth individuals, corporations and charitable organizations. Brian's practice also includes tax planning and tax preparation services. Brian has also been a licensed insurance agent for many years and offers life insurance, long-term care insurance and annuity products. Brian is dedicated to providing the best possible guidance and support for his clients' financial needs.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
MA
12/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LEOMINSTER MA)
MA
10/03/2016 - 12/23/2020
CETERA ADVISORS LLC (LEOMINSTER MA)
MA
04/02/2015 - 10/03/2016
INVESTORS CAPITAL CORP. (LUNENBURG MA)
MA
09/08/2005 - 04/08/2015
WOODBURY FINANCIAL SERVICES, INC. (LUNENBURG MA)
NY
06/24/2003 - 10/03/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
IN
07/08/2000 - 07/24/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
08/30/1991 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
DE
02/08/1991 - 09/03/1991
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 12/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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