Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Feeley is a financial advisor with over 18 years of experience in the financial services industry. Brian is currently registered with Osaic Wealth, Inc., a firm with a strong track record of providing comprehensive financial planning and investment management services. Brian has a diverse background with previous experience at Securities America, Inc., Securities Service Network, LLC, MML Investors Services, LLC, and Metropolitan Life Insurance Company. Brian's expertise and commitment to client service make him a valuable resource for individuals and families seeking personalized financial guidance.
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
MD
06/14/2024 - Present
Osaic Wealth, Inc. (Perry Hall MD)
MD
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Perry Hall MD)
MD
05/20/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Perry Hall MD)
MD
03/25/2017 - 05/17/2019
MML INVESTORS SERVICES, LLC (ELKRIDGE MD)
MD
03/22/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Baltimore MD)
MD
03/22/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
BC
Issued 11/30/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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