Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Homer? Claim Your ProfileHomer Braden is an active investment advisor representative who is registered in multiple states. Homer is currently employed with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona, specializing in providing financial planning, portfolio management, and pension consulting services to a wide range of clients. Homer's experience in the financial services industry spans over two decades. Before joining Osaic Wealth, Inc., Homer held positions at Woodbury Financial Services, Inc. and First Allied Securities, Inc., demonstrating a diverse background in the industry.
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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (MADISON WI)
WI
09/07/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SUN PRAIRIE WI)
WI
05/17/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SUN PRAIRIE WI)
WI
06/03/2005 - 05/19/2011
HARBOUR INVESTMENTS, INC. (WATERLOO WI)
MO
02/13/2001 - 06/08/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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