Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Elliot Brodis is a financial advisor with over 40 years of experience in the industry. He currently works with Osaic Wealth, Inc., a firm that provides comprehensive financial planning, portfolio management, and wealth management services to individuals, families, and institutions. Brodis has a wide range of experience and expertise, including investments, insurance, and financial planning. He holds multiple licenses and certifications, including Series 6, 7, 63, and 65 licenses. Brodis is committed to providing his clients with personalized financial advice and guidance to help them 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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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MA
10/28/1988 - 10/12/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
09/01/2005 - 09/02/2005
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
WI
01/01/1986 - 11/04/1988
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
10/18/1983 - 11/04/1988
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
NA
11/15/1983 - 01/01/1986
NATHAN & LEWIS SECURITIES, INC.
IA
Issued 12/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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