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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Nelson is a registered investment advisor representative with Cetera Investment Advisers LLC. Brian has been in the financial industry since 2012, offering financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Brian holds Series 6, Series 7, and Series 66 licenses, along with the SIE designation. Brian has worked previously with Fidelity Brokerage Services LLC and Wells Fargo Advisors 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.
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2
UT
02/05/2024 - Present
Cetera Investment Advisers LLC (LOGAN UT)
UT
10/29/2012 - 01/10/2024
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
ID
03/08/2011 - 10/31/2011
WELLS FARGO ADVISORS, LLC (REXBURG ID)
BOTH
Issued 11/2/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 3/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 3/7/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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