Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Charles Marshall is a financial advisor with over 20 years of experience in the financial services industry. Bryan is registered to provide investment advice and securities brokerage services in 31 states. Currently, Bryan is a Registered Representative for OSAIC WEALTH, INC., a financial services firm with offices in Scottsdale, Arizona and Brookfield, Wisconsin. Bryan has previously worked with Woodbury Financial Services, Inc., Girard Securities, Inc., and Securian Financial Services, Inc. Bryan is a highly experienced advisor with a strong track record of providing investment guidance and financial planning services. Bryan holds Series 7 and Series 63 registrations, and also holds the Series 65 designation and has the SIE certification. Bryan is committed to providing personalized financial advice to help his clients achieve their financial goals.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (BROOKFIELD WI)
WI
04/21/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)
WI
03/03/2011 - 04/25/2017
GIRARD SECURITIES, INC. (BROOKFIELD WI)
WI
08/30/1999 - 02/28/2011
SECURIAN FINANCIAL SERVICES, INC. (BROOKFIELD WI)
IA
Issued 9/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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