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 at Steward Partners Investment Advisory, LLC. Osvaldo is a highly experienced financial professional with over 25 years in the industry. Osvaldo has worked with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Osvaldo holds a Series 7, Series 63, Series 72, and Series 65 licenses, as well as the SIE exam. Osvaldo is dedicated to providing his clients with personalized financial advice and investment solutions.
2 Grand Central Tower, 140 East 45th Street
New York, NY 10017
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.
1
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 5/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/6/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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