Unclaimed
Brenden Stephenson is a financial advisor with Cetera Investment Advisers LLC. Brenden has been working in the financial industry since 2013. Brenden is a Certified Financial Planner and holds Series 63, Series 7, and SIE licenses. Brenden is also a Registered Representative with the firm. Brenden is registered with the state of Florida, Indiana, Michigan, Pennsylvania, Washington, and Wisconsin. Brenden has held prior positions with Royal Alliance Associates, Inc. and Stephenson & Company P.C. Brenden has a strong background in accounting and tax preparation. Brenden is committed to providing his clients with personalized financial planning and investment management services.
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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MI
10/17/2016 - Present
Cetera Investment Advisers LLC (WEST BRANCH MI)
MI
11/14/2013 - 10/19/2016
ROYAL ALLIANCE ASSOCIATES, INC. (WEST BRANCH MI)
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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