Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Charles Lopez is a financial advisor with Cetera Investment Advisers LLC. Brandon has been in the industry since December 2008. Brandon is registered with the state of California and holds the Series 66, Series 7 and SIE licenses. Brandon is a Manager with Liberty Bell Financial Group. In addition to his role with Cetera Investment Advisers LLC, Brandon also works as a Notary Public. Brandon provides financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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2
CA
12/11/2023 - Present
Cetera Investment Advisers LLC (Chico CA)
CA
01/11/2016 - 12/20/2023
LPL FINANCIAL LLC (CHICO CA)
CA
10/23/2009 - 01/12/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICO CA)
CA
10/06/2008 - 08/13/2009
WELLS FARGO ADVISORS, LLC (CHICO CA)
BOTH
Issued 12/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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