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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 Tamasi is a financial advisor with over 25 years of experience in the industry. Brian has served as an investment advisory representative for Osaic Wealth, Inc. since June 2024. Prior to this, Brian worked for Securities America Advisors, Inc. and Securities America, Inc. Brian specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Brian holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Brian is registered with the state of Texas as a Registered Investment Advisor.
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
KS
06/14/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
KS
03/23/2007 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (OVERLAND PARK KS)
KS
08/12/1998 - 03/27/2007
FSC SECURITIES CORPORATION (MISSION KS)
MA
09/26/1997 - 07/08/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 05/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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