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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mcrae? Claim Your ProfileMcRae Kirmse is an Investment Advisor Representative with Osaic Wealth, Inc., based in Orange, California. McRae has been in the industry since April 2020 and holds Series 63, 65, 7 and SIE licenses. McRae has experience with both individual and institutional clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Osaic Wealth, Inc. offers a wide range of investment advisory services, including financial planning, portfolio management, educational seminars and selection of other advisors.
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
03/19/2024 - Present
Osaic Wealth, Inc. (Orange CA)
CA
07/15/2021 - 03/20/2024
FIDELITY BROKERAGE SERVICES LLC (MOUNTAIN VIEW CA)
AZ
03/12/2020 - 06/02/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (Scottsdale AZ)
BC
Issued 02/12/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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