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Luis B

Series 63, Series 65

Chico, CA

OSAIC

Luis Brandi is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years. Outside of his advisory role, Brandi teaches guitar and bass lessons part-time and owns an insurance sales business focused on fixed and indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and tools designed to construct portfolios tailored to client risk tolerance and investment objectives.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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