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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 McKee is a financial advisor registered with Osaic Wealth, Inc. Brian is based in ALBANY, NY and has been in the financial industry for over 16 years. Brian is licensed to sell securities in multiple states including Arizona, Colorado, Connecticut, Florida, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Vermont, Virginia, Washington, and West Virginia. Brian also holds licenses for investment advising. Brian has obtained Series 63, Series 6, Series 7TO, and Series 65 licenses and has successfully passed the Securities Industry Essentials Examination (SIE). Brian works at the ALBANY office of Osaic Wealth, Inc. and provides financial advice to individuals, corporations, pension and profit sharing plans, charitable organizations, and other businesses. Brian's services include portfolio management, financial planning, pension consulting, 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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NY
04/26/2021 - Present
Osaic Wealth, Inc. (ALBANY NY)
NY
06/19/2006 - 11/02/2018
SIGNATOR INVESTORS, INC. (ALBANY NY)
IA
Issued 12/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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