Unclaimed
Braedon Bayer is a financial professional with over 3 years of experience in the financial services industry. Braedon is currently registered with Cetera Investment Advisers LLC and holds a Series 7TO, Series 66, and SIE licenses. Braedon's previous experience includes roles at Fidelity Brokerage Services LLC and Omni Financial Advisory Group. Braedon is a financial professional who has experience working with individuals, corporations, and other institutions. Braedon specializes in providing a wide range of financial services including investment advisory services, financial planning, portfolio management, and selection of other advisors.
FORT LAUDERDALE, FL
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 9/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/3/2020
Series 7TO - General Securities Representative Examination
BC
Issued 6/5/2020
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.