Unclaimed
Braedon Gregory Bayer is a financial professional with over two years of experience in the financial services industry. Braedon is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC, and is licensed in Florida and New York. Braedon has worked at several firms, including Fidelity Brokerage Services LLC, Fidelity Investments, and Omni Financial Advisory Group. Braedon holds a Series 66, Series 7TO, and SIE licenses.
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
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (FORT LAUDERDALE FL)
FL
09/03/2020 - 04/07/2023
FIDELITY BROKERAGE SERVICES LLC (FT. LAUDERDALE FL)
BOTH
Issued 09/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Braedon Bayer is the right advisor for you? Invested Better is here to help.