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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Brashaw is a financial advisor who has been in the industry since 2009. Brian is currently registered with Osaic Wealth, Inc., and is located in Scottsdale, AZ. Brian has a combined state law exam and a general securities representative exam, as well as a securities industry essentials exam. Prior to joining Osaic Wealth, Inc., Brian worked at Securities America, Inc., TD Ameritrade, Inc., and Ladenburg Thalmann & Co. Inc. Brian offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
07/16/2018 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
NY
03/14/2019 - 12/12/2019
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NE
11/09/2009 - 07/20/2018
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 10/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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