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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Steiner is a financial advisor at Cetera Investment Advisers LLC. Brent has been in the financial services industry since 2000 and is registered to provide investment advice in 26 states and the District of Columbia. Brent is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Brent's firm offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Brent has over 20 years of experience in the financial services industry and is committed to providing his clients with the best possible financial advice.
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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OH
03/21/2024 - Present
Cetera Investment Advisers LLC (SMITHVILLE OH)
OH
06/14/2000 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
BOTH
Issued 11/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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