Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Haver is an investment advisor representative with Osaic Wealth, Inc. based in Los Alamos, NM. Bryan has been in the financial services industry since 1992, working with a variety of firms. Bryan holds both Series 6 and Series 63 licenses and is also a Series 24 and 26 principal. Bryan has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Bryan is committed to helping 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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2
NM
01/19/2024 - Present
Osaic Wealth, Inc. (Los Alamos NM)
AZ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TUCSON AZ)
AZ
06/15/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (TUCSON AZ)
AZ
09/15/2014 - 06/09/2017
WADDELL & REED (SCOTTSDALE AZ)
AZ
02/17/1992 - 07/23/2014
PRUCO SECURITIES, LLC. (TUCSON AZ)
NJ
02/17/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 01/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 04/14/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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