Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osvaldo? Claim Your ProfileOsvaldo Brito is an Investment Advisor Representative with Steward Partners Investment Advisory, LLC. Osvaldo has been in the financial services industry since 1994. Osvaldo is registered with FINRA and the state of New York. Osvaldo has a Series 7, Series 63, Series 72 and SIE licenses. Previously, Osvaldo was employed at Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, IDB Capital Corp., HSBC Securities, Inc., Lehman Brothers Inc. and Lehman Government Securities Inc. Osvaldo provides financial planning, portfolio management for individuals, pension consulting and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
06/24/2021 - Present
Steward Partners Investment Advisory, LLC (New York NY)
NY
06/24/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
02/25/2005 - 06/28/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
06/29/2001 - 02/24/2005
IDB CAPITAL CORP. (NEW YORK NY)
NY
03/30/1999 - 05/19/1999
HSBC SECURITIES, INC. (NEW YORK CITY NY)
NY
08/10/1994 - 06/05/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/10/1994 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
03/20/1990 - 02/14/1991
GLOBAL AMERICA INCORPORATED
IA
Issued 05/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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