Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Wallace Gray is an investment advisor representative with Osaic Wealth, Inc. Bryan has been in the financial services industry since December 1992. Bryan is registered with the Financial Industry Regulatory Authority (FINRA) and has Series 7, 6, and SIE licenses. Bryan has experience with a wide range of financial products and services, including life insurance, annuities, long-term care, and disability insurance. Bryan is a member of ALPINE PLANNING GROUP, a firm that provides financial planning and investment advice to individuals and families.
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
CO
01/19/2024 - Present
Osaic Wealth, Inc. (LITTLETON CO)
CO
02/07/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LITTLETON CO)
CT
04/28/1999 - 02/11/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
12/22/1992 - 04/20/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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