Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Marshall is a financial advisor with over 23 years of experience in the industry. Bryan is a registered representative with Osaic Wealth, Inc., a firm that provides financial planning, portfolio management and other services to individuals, businesses, and institutions. Previously, Bryan was with Woodbury Financial Services, Inc. and Girard Securities, Inc. Bryan holds the Series 7, Series 63, and Series 65 licenses and has a broad knowledge of the financial services industry.
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 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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