Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Douglas Strauser is a financial advisor with Cetera Investment Advisers LLC. Brett has over 12 years of experience in the financial services industry. He holds a Series 7, 7TO, 63 and 66 licenses. Brett is a Registered Representative, Investment Advisor Representative, and a Principal with the firm. Brett is committed to helping clients achieve their financial goals. He offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Brett is dedicated to building lasting relationships with clients.
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
MO
02/24/2023 - Present
Cetera Investment Advisers LLC (SULLIVAN MO)
TX
04/20/2015 - 06/30/2016
CRT CAPITAL GROUP LLC (Dallas TX)
TX
01/20/2011 - 04/20/2015
STERNE, AGEE & LEACH, INC. (DALLAS TX)
BOTH
Issued 02/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/09/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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