Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Herren is a financial advisor with Osaic Wealth, Inc. Bryan has been in the financial industry since February 2015. Bryan is a licensed advisor in 16 states and has passed numerous securities exams, including the Series 7, 66, 24, 4, and 53. Bryan holds a combined total of 19 years of financial industry experience. In addition to the current employment with Osaic Wealth, Inc., Bryan was previously registered with Securities America, Inc. and Sagepoint Financial, Inc.
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
AZ
11/17/2020 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
TN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (KNOXVILLE TN)
MN
11/17/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/17/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/17/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TN
02/12/2015 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
BOTH
Issued 06/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/26/2019
Series 4 - Registered Options Principal Examination
BC
Issued 02/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 05/26/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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