Unclaimed
Brandon Zalesky is a financial advisor with Cetera Investment Advisers LLC, a firm that manages over $100 billion in assets. Brandon has been working in the financial industry since 2011 and has a strong track record of success. Brandon has a wide range of experience and expertise, including financial planning, portfolio management, and pension consulting. Brandon is dedicated to helping clients achieve their financial goals. Brandon is registered in 37 states and has a strong reputation for providing personalized service to clients. Brandon's current office locations are in Omaha, NE and Overland Park, KS.
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
NE
02/13/2022 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
05/09/2011 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (RALSTON NE)
IA
Issued 11/4/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/3/2021
Series 24 - General Securities Principal Examination
BC
Issued 3/28/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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