Unclaimed
Brian Ritchie is a financial advisor with Osaic Wealth, Inc. Brian has over 24 years of experience in the financial industry. Brian holds Series 4, 7, 24, and 66 licenses, as well as registrations in 52 states and 14 states for investment advisory services. Brian is active in both Broker-Dealer and Investment Advisory roles.
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
GA
11/03/2023 - Present
Osaic Wealth, Inc. (ATLANTA GA)
GA
08/22/2001 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
02/05/2001 - 03/03/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
10/12/1999 - 02/08/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 11/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2001
Series 4 - Registered Options Principal Examination
BC
Issued 12/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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