Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Petros is an investment advisor representative with Osaic Wealth, Inc. based in Twinsburg, OH. Brian has over 29 years of experience in the financial services industry. Brian has been registered with the Securities and Exchange Commission (SEC) since 2003 and has held licenses with a number of other firms including American General Securities Incorporated, SagePoint Financial, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian has a wide range of experience in providing financial advice and has helped many clients reach their financial goals. He is committed to providing his clients with personalized service and helping them make informed decisions about their investments.
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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OH
09/01/2023 - Present
Osaic Wealth, Inc. (TWINSBURG OH)
OH
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TWINSBURG OH)
OH
02/14/2003 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (TWINSBURG OH)
NY
09/12/1994 - 02/20/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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