Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Brandi has been in the financial industry since 1993. Luis is currently a registered representative with Osaic Wealth, Inc., and holds Series 6, 63, 65 and SIE licenses. Luis previously worked for Securities America, Inc. for 15 years, BRECEK & YOUNG ADVISORS, INC. for 2 years and Valic Financial Advisors, Inc. for 4 years. Luis Brandi provides investment advisory services and financial planning services to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans and pooled investment vehicles.
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
CA
09/30/2024 - Present
Osaic Wealth, Inc. (CHICO CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (CHICO CA)
CA
06/26/2007 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (CHICO CA)
CA
10/20/2003 - 05/24/2007
VALIC FINANCIAL ADVISORS, INC. (ROSEVILLE CA)
CA
01/31/2002 - 11/12/2003
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
MA
12/07/1992 - 08/22/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/07/1992 - 08/22/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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