Unclaimed
Bradley Ross Behrendt is a financial advisor with over 20 years of experience in the industry. Bradley has been registered with Cetera Investment Advisers LLC since August 2023, after previously serving as a financial advisor for Securian Financial Services, Inc. from January 2002 to August 2023. Bradley holds Series 7, SIE, and Series 66 licenses. He has a wide range of experience in the financial industry, including financial planning, portfolio management, and insurance sales. Bradley is committed to providing his clients with personalized financial advice and guidance.
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.
1
2
CA
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
01/25/2002 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
BOTH
Issued 03/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bradley Behrendt is the right advisor for you? Invested Better is here to help.