Unclaimed
Brett Gregory Clemens is a financial professional with Cetera Investment Advisers LLC. Brett has been in the financial services industry since 2024. Brett holds the Series 7TO, Series 66, and SIE exams and is registered with the states of Kansas and Missouri. Brett is also a registered Investment Advisor Representative in the state of Missouri. Brett specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
MO
03/18/2024 - Present
Cetera Investment Advisers LLC (LIBERTY MO)
BOTH
Issued 3/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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