Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kenneth Marois is an active investment advisor representative with Osaic Institutions, Inc. Brian has been in the financial services industry since 2013 and holds Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Prior to joining Osaic Institutions, Inc. Brian was a registered representative with KEY INVESTMENT SERVICES LLC and Infinex Investments, Inc. Brian is also a business broker and teaches courses on budgeting and debt elimination. Brian provides financial planning and investment management services to individuals, corporations and charitable organizations.
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
CT
12/06/2019 - Present
Osaic Institutions, Inc. (South Windsor CT)
CT
05/09/2017 - 12/12/2019
KEY INVESTMENT SERVICES LLC (Wallingford CT)
CT
02/09/2016 - 05/10/2017
INFINEX INVESTMENTS, INC. (Ellington CT)
CT
04/07/2014 - 02/03/2016
LPL FINANCIAL LLC (COVENTRY CT)
CT
01/15/2013 - 03/03/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
BOTH
Issued 02/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Marois is the right advisor for you? Invested Better is here to help.
