Unclaimed
Brenden Fitzpatrick is an Investment Advisor Representative with Cetera Investment Advisers LLC. Brenden has been in the financial services industry since April 2018 and holds the Series 7, Series 66 and SIE securities licenses. Brenden has experience with Woodbury Financial Services, Inc. and Pruco Securities, LLC. in addition to Cetera Investment Advisers LLC. Brenden is also an owner of Fitzpatrick Capital LLC.
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
NE
06/29/2023 - Present
Cetera Investment Advisers LLC (LINCOLN NE)
NE
03/09/2021 - 02/02/2023
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
06/12/2019 - 03/18/2021
PRUCO SECURITIES, LLC. (OMAHA NE)
NE
04/04/2018 - 06/13/2019
MWA FINANCIAL SERVICES INC. (LINCOLN NE)
BOTH
Issued 2/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/4/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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