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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Rambo is a financial advisor with Osaic Wealth, Inc. Brian is a registered representative and investment advisor representative with experience in the financial services industry since 2004. Brian has the Series 31, 7, and 66 licenses as well as the SIE exam. Brian is also a Certified Financial Planner. Brian has worked with Securities America, Inc. and Brecek & Young Advisors, Inc. in the past. Brian offers financial planning, investment management, and educational seminars.
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
CA
09/24/2024 - Present
Osaic Wealth, Inc. (FOLSOM CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (STOCKTON CA)
CA
03/07/2008 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (STOCKTON CA)
CA
01/04/2006 - 03/06/2008
EDWARD JONES (CARMICHAEL CA)
NY
09/24/2004 - 10/17/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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