Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Messier is a financial advisor with over 30 years of experience in the industry. Brian is currently registered with Osaic Wealth, Inc. He has previously worked with a variety of firms, including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Capital Investment Group, Inc. Brian holds the Series 6, Series 22, Series 63, and SIE licenses. He is also a registered investment advisor in Texas. Brian specializes in providing financial planning, portfolio management, and insurance services to individuals, businesses, and institutional 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
01/24/2025 - Present
Osaic Wealth, Inc. (HOUSTON TX)
IN
07/03/1996 - 04/18/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
11/12/1996 - 08/10/1998
PFG DISTRIBUTION COMPANY (PHILADELPHIA PA)
CA
12/06/1995 - 07/15/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
11/16/1994 - 11/30/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/16/1994 - 11/30/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NC
08/24/1994 - 11/25/1994
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
IN
02/03/1992 - 07/26/1994
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
MA
11/24/1986 - 02/05/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
01/06/1986 - 11/06/1986
TRANSAMERICA FINANCIAL RESOURCES, INC.
BC
Issued 02/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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