Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas Porter Brignone is a financial advisor currently registered with Osaic Wealth, Inc. Dallas has been in the industry since 2018 and is licensed to provide financial advice in Colorado. Dallas has a diverse background in the industry, having worked with a variety of firms including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, and SAGEPOINT FINANCIAL, INC. Dallas is a skilled financial advisor with a strong understanding of the industry and a commitment 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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AZ
01/26/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
01/26/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
01/26/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
01/26/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/26/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/24/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CO
11/24/2020 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
UT
02/28/2018 - 11/19/2020
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 03/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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