Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kovener is a financial advisor with Osaic Wealth, Inc. Brian has been in the financial services industry since 2006. Brian is registered to offer advisory services in New Jersey. Prior to joining Osaic Wealth, Inc., Brian was registered with Securities America, Inc., Investacorp, Inc., Summit Brokerage Services, Inc., Mutual Service Corporation, and Morgan Stanley DW Inc. Brian also holds FINRA Series 7, Series 31, and Series 66 licenses. Brian specializes in helping individuals, families, and businesses 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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NJ
06/14/2024 - Present
Osaic Wealth, Inc. (PRINCETON NJ)
NJ
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PRINCETON NJ)
NJ
04/22/2019 - 07/17/2020
INVESTACORP, INC. (PRINCETON NJ)
FL
01/06/2011 - 12/19/2017
INVESTACORP, INC. (MIAMI FL)
FL
10/01/2009 - 12/22/2010
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MA
08/09/2006 - 10/13/2009
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
07/06/2005 - 08/04/2006
MORGAN STANLEY DW INC. (BOCA RATON FL)
BOTH
Issued 07/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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