Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian James Clark is a financial advisor with over 30 years of experience in the industry. Currently, Brian is registered with Osaic Wealth, Inc. Prior to joining Osaic Wealth, Inc., Brian worked with ING Financial Advisers, LLC, Financial Network Investment Corporation, Aetna Financial Services, Inc., and Phoenix Equity Planning Corporation. Brian holds several licenses and designations including Series 6, Series 7, Series 24, Series 26, and Series 63. Brian is specializes in providing financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors to individuals, businesses, and organizations.
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
CT
01/24/2025 - Present
Osaic Wealth, Inc. (HARTFORD CT)
CT
11/04/1998 - 10/02/2007
ING FINANCIAL ADVISERS, LLC (HARTFORD CT)
CA
01/13/2000 - 01/16/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CT
11/04/1998 - 09/23/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
01/20/1992 - 09/04/1998
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 04/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/22/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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