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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Keith Poirier is a financial advisor with over 30 years of experience in the industry. Bryan has worked with a number of firms including Woodbury Financial Services, Inc., Quest Capital Corporation, and Securian Financial Services, Inc. Bryan currently works at Osaic Wealth, Inc. Bryan holds a number of licenses and certifications including Series 6, 7, 10, 24, 63, and 65. Bryan is also a Certified Financial Planner. Bryan has a strong track record of success in helping clients reach 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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NE
01/19/2024 - Present
Osaic Wealth, Inc. (ELKHORN NE)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TRAVERSE CITY MI)
MI
12/01/2008 - 03/01/2019
QUESTAR CAPITAL CORPORATION (TRAVERSE CITY MI)
MI
02/02/2007 - 12/09/2008
SECURIAN FINANCIAL SERVICES, INC. (TRAVERSE CITY MI)
MI
09/15/2005 - 02/01/2007
RAYMOND JAMES & ASSOCIATES, INC. (TRAVERSE CITY MI)
NY
08/18/2000 - 08/24/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
07/11/1991 - 08/31/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 09/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 04/23/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/10/1992
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2004
Series 3 - National Commodity Futures Examination
BC
Issued 07/09/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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