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Nabeha Brown

Osaic Wealth, Inc.

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About Nabeha Brown

Nabeha Brown is an investment advisor representative with Osaic Wealth, Inc. based in Scottsdale, Arizona. Nabeha has been working in the financial services industry since December 2019. Prior to joining Osaic Wealth, Inc., Nabeha worked at Triad Advisors LLC, Morgan Stanley, Robinhood Financial, LLC and Charles Schwab & Co., Inc. Nabeha holds Series 63, 66, 7TO and 24 licenses.

Firm Information

Nabeha Brown is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nabeha Brown’s Registration & Firm History

AZ

08/23/2024 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

GA

08/16/2023 - 08/23/2024

TRIAD ADVISORS LLC (ATLANTA GA)

AZ

11/07/2022 - 08/15/2023

MORGAN STANLEY (Tempe AZ)

AZ

01/05/2021 - 08/09/2022

ROBINHOOD FINANCIAL, LLC (Tempe AZ)

AZ

09/20/2019 - 12/22/2020

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 01/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/2022

Series 24 - General Securities Principal Examination

BC

Issued 09/20/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nabeha Brown.
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