Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon James Echeverria is a financial advisor with Cetera Investment Advisers LLC. Brandon has over 20 years of experience in the financial industry. He is registered as a Registered Investment Advisor in Arizona. Brandon has a strong track record of providing financial advice to individuals, families, and businesses. His areas of expertise include financial planning, portfolio management, and retirement planning.
PHOENIX, AZ
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
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
09/09/2009 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (PHOENIX AZ)
MA
06/16/2006 - 08/10/2009
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
CT
12/03/2003 - 11/05/2004
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
MA
04/01/2002 - 11/20/2003
GOLDK INVESTMENT SERVICES, INC (BOSTON MA)
AL
02/29/2000 - 06/27/2000
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BOTH
Issued 7/5/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/1/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 2/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Echeverria is the right advisor for you? Invested Better is here to help.
