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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 Cassells is a financial advisor with Osaic Wealth, Inc. Bryan has been in the financial services industry since 2003 and has a wide range of experience in providing investment advice to individual investors, businesses, and retirement plans. Bryan holds a Series 7, Series 63 and Series 66 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of North Carolina. He is committed to providing his clients with personalized financial advice and helping them 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
NC
01/19/2024 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
NC
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (JACKSONVILLE NC)
NC
12/02/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CHARLOTTE NC)
NC
12/11/2009 - 11/30/2016
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
06/01/2009 - 12/19/2009
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
MD
12/03/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/04/2003 - 12/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
04/28/2003 - 11/05/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 12/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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