Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cartier is a financial advisor registered with the state of Pennsylvania and has been in the industry since July 13, 2019. Brian is currently employed with Osaic Advisory Services, LLC, a firm that manages over $4.9 billion in client assets. Brian is also a Certified Financial Planner. Brian is a dedicated advisor who provides financial planning and wealth management services to clients and has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Brian is committed to helping clients achieve their financial goals.
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
PA
02/14/2022 - Present
Osaic Advisory Services, LLC (Canonsburg PA)
PA
02/14/2022 - 08/23/2024
TRIAD ADVISORS LLC (Canonsburg PA)
PA
06/14/2019 - 01/14/2022
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
BOTH
Issued 10/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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