Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Allen Muehlenbeck is a financial advisor who has been in the industry since 2006. Brian is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2023. Previously, Brian worked with Securian Financial Services, Inc. from 2021 to 2023, LPL Financial LLC from 2010 to 2021, Amtrust Investment Services, Inc. from 2007 to 2010, and Wachovia Securities, LLC from 2006 to 2007. Brian offers a wide range of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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
FL
08/10/2023 - Present
Cetera Investment Advisers LLC (BOCA RATON FL)
FL
07/26/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
03/10/2010 - 09/16/2021
LPL FINANCIAL LLC (BOCA RATON FL)
FL
03/15/2007 - 03/11/2010
AMTRUST INVESTMENT SERVICES, INC. (BOCA RATON FL)
FL
07/04/2006 - 03/08/2007
WACHOVIA SECURITIES, LLC (LAKE WORTH FL)
BOTH
Issued 12/3/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/2012
Series 7 - General Securities Representative Examination
BC
Issued 7/3/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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