Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Smoot is a financial advisor at Osaic Wealth, Inc. Brian has been in the financial industry since 2000, working as a Registered Representative and Investment Advisor Representative for various firms. Brian has a deep understanding of the financial services industry and is committed to helping clients achieve their financial goals. Brian is passionate about helping clients plan for their future and protect their assets. Brian is also committed to providing excellent customer service and building strong relationships with clients.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
08/31/2005 - 06/14/2024
SECURITIES AMERICA, INC. (DALLAS TX)
IN
09/26/2001 - 09/13/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/26/2001 - 09/13/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
01/24/2001 - 08/31/2001
DAYLIGHT ONLINE BROKERAGE, LLC (ADDISON TX)
IN
10/10/2000 - 01/26/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/10/2000 - 01/26/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/26/2000 - 09/28/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 07/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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