Unclaimed
Bryan Tenney is a financial advisor with Osaic Wealth, Inc., based in Williamsville, New York. Bryan has been in the financial industry since 1993, specializing in providing financial planning, investment management, and pension consulting services to individual and corporate clients. Bryan has a wide range of experience, having previously worked for Securities America, Inc., and Wachovia Securities, Inc. Bryan is licensed to provide financial advice in several states.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
10/24/2002 - 06/14/2024
SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)
MO
03/27/2000 - 10/09/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MO
06/25/1993 - 03/31/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 07/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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