Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schwarz is a financial advisor in Palm Beach Gardens, FL. Brian has been working in the financial services industry since 2002. Brian is currently registered with Cetera Investment Advisers LLC, a registered investment advisor. Prior to joining Cetera Investment Advisers LLC, Brian was a financial advisor with Securian Financial Services, Inc. Brian is also a Certified Financial Planner. Brian is a licensed broker and investment advisor, and specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Brian has a deep understanding of the financial markets and a proven track record of success. Brian is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
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
FL
06/25/2023 - Present
Cetera Investment Advisers LLC (Palm Beach Gardens FL)
FL
11/21/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
01/21/2003 - 10/29/2014
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
IL
04/23/2002 - 12/31/2002
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
BOTH
Issued 11/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/2003
Series 7 - General Securities Representative Examination
BC
Issued 4/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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