Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Danielle Gypson is a financial advisor with Osaic Wealth, Inc. based in Middleport, NY. Brooke has over 10 years of experience in the financial services industry. Brooke is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63 and 66 licenses. Brooke provides financial planning, portfolio management, pension consulting, and educational seminars to a wide range of clients, including individuals, businesses, and retirement plans. Brooke has experience working with both high-net-worth individuals and smaller businesses.
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
NY
10/25/2024 - Present
Osaic Wealth, Inc. (MIDDLEPORT NY)
NY
05/15/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MIDDLEPORT NY)
NY
03/21/2014 - 05/16/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (MIDDLEPORT NY)
BOTH
Issued 08/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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