Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Brown is a registered representative with Osaic Wealth, Inc., working in the Copley, OH branch office. Brian is also a licensed insurance agent. Brian has been working in the financial services industry since May 16, 1993. Brian has worked with a number of firms during his career, including Ameriprise Financial Services, Inc., Edward Jones, U.S. Bancorp Investments, Inc., Firstar Investment Services, Inc., Compulife Investor Services, Inc., Conseco Securities, Inc., Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated and MIMLIC Sales Corporation. Brian is registered with the state of Ohio to provide both securities and investment advisory services.
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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OH
01/24/2025 - Present
Osaic Wealth, Inc. (COPLEY OH)
OH
08/27/2008 - 12/28/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Beachwood OH)
OH
11/15/2004 - 04/15/2008
EDWARD JONES (MEDINA OH)
MN
12/01/2001 - 09/28/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
11/20/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MN
06/20/2000 - 09/28/2000
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
IN
09/03/1997 - 06/28/2000
CONSECO SECURITIES, INC. (CARMEL IN)
WI
02/26/1996 - 09/03/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
02/26/1996 - 09/03/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
07/31/1992 - 12/29/1995
MIMLIC SALES CORPORATION (ST. PAUL MN)
BOTH
Issued 01/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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