Unclaimed
Brian Kurrus is a financial advisor at Osaic Wealth, Inc. Brian has been working in the financial industry since 2003. Brian is registered with the state of Virginia and Maryland as a broker and an investment advisor. Brian holds FINRA Series 6, 7, and 63 licenses and has passed the SIE and Series 65 exams. Brian is also a Certified Financial Planner. Brian has experience working with high-net-worth individuals, corporations, and other businesses. Brian provides financial planning, portfolio management, and pension consulting services. Brian is a licensed real estate agent and is a landlord for a condo that Brian owns.
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
VA
11/02/2018 - Present
Osaic Wealth, Inc. (VIENNA VA)
VA
06/30/2003 - 11/02/2018
SIGNATOR INVESTORS, INC. (VIENNA VA)
IA
Issued 07/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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