Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Briseno is an investment advisor representative with Osaic Wealth, Inc. Frank has been in the financial services industry since 1983. Frank has a Series 65, Series 7, Series 24, and Series 63 licenses. Frank is registered to provide investment advice in Alabama, Arkansas, California, Colorado, Florida, Georgia, Louisiana, Michigan, Mississippi, Tennessee, Texas, and Virginia. Frank also has a business license as an insurance agent.
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
LA
11/03/2023 - Present
Osaic Wealth, Inc. (METAIRIE LA)
LA
01/07/2004 - 11/03/2023
FSC SECURITIES CORPORATION (METAIRIE LA)
FL
06/19/1995 - 01/09/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
04/18/1994 - 06/19/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
04/01/1991 - 04/20/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
03/20/1989 - 04/01/1991
PW SECURITIES, INC.
NY
09/19/1983 - 03/15/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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