Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian John Allsop is an Investment Advisor Representative registered with Osaic Institutions, Inc. Brian has been in the industry since 1990 and has been with Osaic Institutions, Inc. since 1999. Brian holds several licenses and certifications, including Series 6, 7, 24, 63, and 66. Brian has worked at several firms in his career, including FIS Securities, Inc., Guardian Investor Services Corporation, W.S. Griffith & Co., Inc., and Home Life Insurance Company. Brian is licensed in several states, including Massachusetts, Texas, California, and Florida. Brian specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
MA
01/06/2022 - Present
Osaic Institutions, Inc. (CANTON MA)
MA
08/21/1996 - 03/30/1999
FIS SECURITIES, INC. (BOSTON MA)
NY
11/09/1992 - 08/27/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
03/01/1990 - 11/24/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
03/01/1990 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BOTH
Issued 05/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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