Unclaimed
Franklin Brizendine,iii is an Investment Advisor Representative with Osaic Wealth, Inc., a firm that provides investment advice to individuals, businesses, and institutions. Franklin has over 13 years of experience in the financial services industry and is registered with the Securities and Exchange Commission (SEC) and several state regulatory agencies. Franklin holds the Series 66, Series 7, and SIE licenses. Franklin is a financial planner and has experience providing financial planning, investment advisory, and insurance services.
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
NC
06/14/2024 - Present
Osaic Wealth, Inc. (Apex NC)
NC
01/05/2023 - 06/14/2024
SECURITIES AMERICA, INC. (Apex NC)
NC
04/09/2013 - 01/11/2023
PRUCO SECURITIES, LLC. (Raleigh NC)
NC
02/22/2011 - 12/18/2012
WOODBURY FINANCIAL SERVICES, INC. (RALEIGH NC)
NC
01/07/2011 - 02/24/2011
MWA FINANCIAL SERVICES INC. (CARY NC)
BOTH
Issued 11/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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