Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Welch is a financial advisor registered with Osaic Wealth, Inc. Brian has 23 years of experience in the financial services industry. Brian has a strong track record of success in providing financial planning, portfolio management, and other financial services to a wide range of clients. Brian is committed to helping clients achieve their financial goals. Brian has specialized expertise in various areas, including but not limited to insurance companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Brian is a registered representative with FINRA and holds Series 6 and Series 63 licenses. Prior to joining Osaic Wealth, Inc. Brian was associated with Woodbury Financial Services, Inc. and Securities America, Inc.
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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MO
01/19/2024 - Present
Osaic Wealth, Inc. (JEFFERSON CITY MO)
MO
07/17/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (JEFFERSON CITY MO)
MO
10/03/2005 - 08/06/2013
SECURITIES AMERICA, INC. (JEFFERSON CITY MO)
CA
09/20/2000 - 10/04/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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