Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Hartmann is a financial advisor with over 15 years of experience in the financial services industry. Brian currently works at Osaic Wealth, Inc. and is registered in several states including Florida, New Jersey, and South Carolina. Prior to joining Osaic Wealth, Inc., Brian worked at Signator Investors, Inc. and David Lerner Associates, Inc. Brian has a strong background in financial planning and has earned the Certified Financial Planner designation. Brian is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
1
2
NJ
10/08/2021 - Present
Osaic Wealth, Inc. (LIVINGSTON NJ)
NJ
01/08/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (PENNINGTON NJ)
NJ
05/04/2009 - 01/16/2013
DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)
NJ
06/23/2008 - 03/25/2009
METLIFE SECURITIES INC. (SHORT HILLS NJ)
BOTH
Issued 01/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Hartmann is the right advisor for you? Invested Better is here to help.
