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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 C. Migdal is a financial advisor at Cetera Investment Advisers LLC. Brian has been in the financial services industry since 2003. Brian has a Series 66 license and a Series 7 license. Brian is registered with the state of North Carolina and South Carolina. Brian specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Cetera Investment Advisers LLC is a financial firm that provides a range of services to individuals and businesses. Cetera Investment Advisers LLC manages approximately $104 billion in assets for 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
NC
07/30/2019 - Present
Cetera Investment Advisers LLC (RALEIGH NC)
NC
06/02/2015 - 03/06/2019
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NC
12/20/2010 - 05/20/2015
PNC INVESTMENTS (RALEIGH NC)
PA
05/26/2004 - 10/02/2009
NATCITY INVESTMENTS, INC. (ERIE PA)
RI
05/08/2002 - 01/08/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
PA
06/12/2001 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
BOTH
Issued 07/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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