Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Robert Page is a financial advisor registered with Osaic Wealth, Inc. in Darien, Illinois. Brian has over 20 years of experience in the financial services industry. Brian has a Series 7, Series 63, and Series 65 licenses, and is also a SIE exam holder. Brian has held previous positions at Woodbury Financial Services, Inc., LPL Financial LLC, PEB Financial Group, Inc., and Eroom Securities L.L.C. Brian specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (DARIEN IL)
IL
03/17/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DARIEN IL)
IL
05/18/2005 - 03/30/2015
LPL FINANCIAL LLC (DARIEN IL)
IL
05/01/2001 - 05/17/2005
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
IL
11/30/2000 - 04/30/2001
EROOM SECURITIES L.L.C. (CHICAGO IL)
IA
Issued 05/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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